Vision Retirement’s C3.ai AI Stock Holding History

Vision Retirement’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	$273	Hold	30	–	–	﹤0.01%	607
2026 Q1	$253	Hold	30	–	–	﹤0.01%	635
2025 Q4	$404	Buy	+30	New	+$479	﹤0.01%	583

Other funds holding AI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vision Retirement's AI Position: Q2 2026 in Review

Vision Retirement held its C3.ai (AI) position steady in Q2 2026 at 30 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Vision Retirement first reported a position in AI in Q4 2025 and has held it in 3 quarters since. The position peaked at $404 in Q4 2025. 298 funds tracked by Wall St. Rank hold AI as of Q2 2026.

Vision Retirement held 30 shares of C3.ai worth $273 as of Q2 2026.
Vision Retirement left its C3.ai share count unchanged in Q2 2026.
C3.ai made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #607 holding.
Vision Retirement first reported a position in C3.ai in Q4 2025 and has held it in 3 quarters since.
Vision Retirement's C3.ai position peaked at $404 in Q4 2025.
298 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.