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Toth Financial Advisory’s C3.ai AI Stock Holding History

Toth Financial Advisory’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
2025
Q3 		– Sell
-1,000
Closed -$24.6K – 771
2025
Q2 		$24.6K Hold
1,000
– – ﹤0.01% 409
2025
Q1 		$21.1K Hold
1,000
– – ﹤0.01% 400
2024
Q4 		$34.4K Hold
1,000
– – ﹤0.01% 340
2024
Q3 		$24.2K Hold
1,000
– – ﹤0.01% 361
2024
Q2 		$29K Hold
1,000
– – ﹤0.01% 353
2024
Q1 		$27.1K Buy
1,000
+900
+900% +$25.3K ﹤0.01% 362
2023
Q4 		$2.87K Buy
+100
New +$2.75K ﹤0.01% 584
2021
Q4 		– Sell
-35
Closed -$2K – 741
2021
Q3 		$2K Buy
+35
New +$1.78K ﹤0.01% 634

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Toth Financial Advisory's AI Position: Q3 2025 in Review

Toth Financial Advisory sold out of C3.ai (AI) in Q3 2025, closing a stake of 1,000 shares — an estimated $24.6K sold.

Toth Financial Advisory first reported a position in AI in Q3 2021 and held it in 8 quarters. The position peaked at $34.4K in Q4 2024. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Toth Financial Advisory reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 1,000 C3.ai shares in Q3 2025, an estimated $24.6K.
  • Toth Financial Advisory first reported a position in C3.ai in Q3 2021 and held it in 8 quarters.
  • Toth Financial Advisory's C3.ai position peaked at $34.4K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.