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Ulland Investment Advisors’s C3.ai AI Stock Holding History

Ulland Investment Advisors’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
Q3 		$3K Hold
260
– – ﹤0.01% 217
2026
Q2 		$2K Hold
260
– – ﹤0.01% 215
2026
Q1 		$2K Hold
260
– – ﹤0.01% 202
2025
Q4 		$4K Hold
260
– – ﹤0.01% 188
2025
Q3 		$5K Hold
260
– – ﹤0.01% 192
2025
Q2 		$6K Hold
260
– – ﹤0.01% 179
2025
Q1 		$5K Hold
260
– – ﹤0.01% 192
2024
Q4 		$9K Hold
260
– – 0.01% 178
2024
Q3 		$6K Hold
260
– – ﹤0.01% 176
2024
Q2 		$8K Buy
+260
New +$6.68K 0.01% 175

Other funds holding AI

SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Ulland Investment Advisors's AI Position: Q3 2026 in Review

Ulland Investment Advisors held its C3.ai (AI) position steady in Q3 2026 at 260 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Ulland Investment Advisors first reported a position in AI in Q2 2024 and has held it in 10 quarters since. The position peaked at $9K in Q4 2024. 12 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • Ulland Investment Advisors held 260 shares of C3.ai worth $3K as of Q3 2026.
  • Ulland Investment Advisors left its C3.ai share count unchanged in Q3 2026.
  • C3.ai made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q3 2026, its #217 holding.
  • Ulland Investment Advisors first reported a position in C3.ai in Q2 2024 and has held it in 10 quarters since.
  • Ulland Investment Advisors's C3.ai position peaked at $9K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.