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Wealthspire Advisors (New York)’s C3.ai AI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,918
Closed -$33.3K – 1078
2025
Q3 		$33.3K Buy
+1,918
New +$40.1K ﹤0.01% 1407

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s AI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of C3.ai (AI) in Q4 2025, closing a stake of 1,918 shares — an estimated $33.3K sold.

Wealthspire Advisors (New York) first reported a position in AI in Q3 2025 and held it in 1 quarter. The position peaked at $33.3K in Q3 2025. 342 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,918 C3.ai shares in Q4 2025, an estimated $33.3K.
  • Wealthspire Advisors (New York) first reported a position in C3.ai in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s C3.ai position peaked at $33.3K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.