Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s C3.ai AI Stock Holding History

Wealth Enhancement Advisory Services’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 		$264K Buy
29,543
+15,091
+104% +$143K ﹤0.01% 3323
2026
Q1 		$125K Buy
+14,452
New +$155K ﹤0.01% 3273
2025
Q4 		– Sell
-11,325
Closed -$217K – 3650
2025
Q3 		$217K Sell
11,325
-5,288
-32% -$110K ﹤0.01% 3069
2025
Q2 		$428K Sell
16,613
-1,199
-7% -$27.4K ﹤0.01% 2339
2025
Q1 		$375K Buy
17,812
+1,632
+10% +$46.3K ﹤0.01% 2263
2024
Q4 		$557K Buy
16,180
+4,941
+44% +$153K ﹤0.01% 1918
2024
Q3 		$272K Sell
11,239
-306
-3% -$7.78K ﹤0.01% 2244
2024
Q2 		$334K Sell
11,545
-3,040
-21% -$78.1K ﹤0.01% 1908
2024
Q1 		$395K Sell
14,585
-2,819
-16% -$79.2K ﹤0.01% 1727
2023
Q4 		$500K Sell
17,404
-749
-4% -$20.6K ﹤0.01% 1507
2023
Q3 		$463K Buy
+18,153
New +$606K ﹤0.01% 1473

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

Wealth Enhancement Advisory Services's AI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its C3.ai (AI) stake by 104% in Q2 2026, buying an estimated $143K and bringing the position to 29,543 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Wealth Enhancement Advisory Services first reported a position in AI in Q3 2023 and has held it in 11 quarters since. The position peaked at $557K in Q4 2024. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,543 shares of C3.ai worth $264K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15,091 C3.ai shares in Q2 2026, an estimated $143K.
  • C3.ai made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3323 holding.
  • Wealth Enhancement Advisory Services first reported a position in C3.ai in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's C3.ai position peaked at $557K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.