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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM

Ulland Investment Advisors's AI Position: Q2 2026 in Review

Ulland Investment Advisors held its C3.ai (AI) position steady in Q2 2026 at 260 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Ulland Investment Advisors first reported a position in AI in Q2 2024 and has held it in 9 quarters since. The position peaked at $9K in Q4 2024. 116 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Ulland Investment Advisors held 260 shares of C3.ai worth $2K as of Q2 2026.
  • Ulland Investment Advisors left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #215 holding.
  • Ulland Investment Advisors first reported a position in C3.ai in Q2 2024 and has held it in 9 quarters since.
  • Ulland Investment Advisors's C3.ai position peaked at $9K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.