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Zuckerman Investment Group’s C3.ai AI Stock Holding History

Zuckerman Investment Group’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
-15,300
Closed -$265K – 140
2025
Q3 		$265K Sell
15,300
-5,000
-25% -$104K 0.02% 132
2025
Q2 		$499K Hold
20,300
– – 0.05% 111
2025
Q1 		$427K Buy
20,300
+10,000
+97% +$284K 0.05% 119
2024
Q4 		$321K Sell
10,300
-3,000
-23% -$93.1K 0.03% 125
2024
Q3 		$322K Hold
13,300
– – 0.03% 116
2024
Q2 		$385K Hold
13,300
– – 0.04% 106
2024
Q1 		$360K Buy
+13,300
New +$373K 0.04% 111
2023
Q1 		– Sell
-35,300
Closed -$395K – 123
2022
Q4 		$395K Buy
+35,300
New +$442K 0.06% 91

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Zuckerman Investment Group's AI Position: Q4 2025 in Review

Zuckerman Investment Group sold out of C3.ai (AI) in Q4 2025, closing a stake of 15,300 shares — an estimated $265K sold.

Zuckerman Investment Group first reported a position in AI in Q4 2022 and held it in 8 quarters. The position peaked at $499K in Q2 2025. 343 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • Zuckerman Investment Group reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 15,300 C3.ai shares in Q4 2025, an estimated $265K.
  • Zuckerman Investment Group first reported a position in C3.ai in Q4 2022 and held it in 8 quarters.
  • Zuckerman Investment Group's C3.ai position peaked at $499K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on Zuckerman Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.