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Twelve Points Wealth Management’s C3.ai AI Stock Holding History

Twelve Points Wealth 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
Q2 		$114K Buy
12,546
+1,861
+17% +$17.7K 0.02% 211
2026
Q1 		$90K Buy
+10,685
New +$115K 0.02% 194

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Twelve Points Wealth Management's AI Position: Q2 2026 in Review

Twelve Points Wealth Management increased its C3.ai (AI) stake by 17% in Q2 2026, buying an estimated $17.7K and bringing the position to 12,546 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #211.

Twelve Points Wealth Management first reported a position in AI in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Twelve Points Wealth Management held 12,546 shares of C3.ai worth $114K as of Q2 2026.
  • Twelve Points Wealth Management bought 1,861 C3.ai shares in Q2 2026, an estimated $17.7K.
  • C3.ai made up 0.02% of Twelve Points Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Twelve Points Wealth Management first reported a position in C3.ai in Q1 2026 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.