TWPM
AI icon

Total Wealth Planning & Management’s C3.ai AI Stock Holding History

Total Wealth Planning & Management’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,402
Closed -$140K – 205
2025
Q4 		$140K Buy
+10,402
New +$166K 0.1% 201
2025
Q1 		– Sell
-9,847
Closed -$339K – 200
2024
Q4 		$339K Buy
+9,847
New +$306K 0.31% 111

Other funds holding AI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Total Wealth Planning & Management's AI Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of C3.ai (AI) in Q1 2026, closing a stake of 10,402 shares — an estimated $140K sold.

Total Wealth Planning & Management first reported a position in AI in Q4 2024 and held it in 2 quarters. The position peaked at $339K in Q4 2024. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 10,402 C3.ai shares in Q1 2026, an estimated $140K.
  • Total Wealth Planning & Management first reported a position in C3.ai in Q4 2024 and held it in 2 quarters.
  • Total Wealth Planning & Management's C3.ai position peaked at $339K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.