Wealth Analytics Partners’s C3.ai AI Stock Holding History

Wealth Analytics Partners’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	$1.1K	Buy	+100	New	+$987	﹤0.01%	176

Other funds holding AI

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Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Analytics Partners's AI Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in C3.ai (AI) in Q3 2026: 100 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #176 among its holdings.

38 funds tracked by Wall St. Rank hold AI as of Q3 2026.

Wealth Analytics Partners held 100 shares of C3.ai worth $1.1K as of Q3 2026.
C3.ai was a new Wealth Analytics Partners position in Q3 2026.
C3.ai made up ﹤0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #176 holding.
38 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.