AWM
CCC

Abound Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Abound Wealth Management’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.8K Hold
11,799
– – 0.01% 211
2026
Q1 		$70.8K Buy
+11,799
New +$77.3K 0.02% 192

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Abound Wealth Management's CCC Position: Q2 2026 in Review

Abound Wealth Management held its CCC Intelligent Solutions (CCC) position steady in Q2 2026 at 11,799 shares worth $60.8K. The position accounts for 0.01% of the portfolio, ranked #211.

Abound Wealth Management first reported a position in CCC in Q1 2026 and has held it in 2 quarters since. The position peaked at $70.8K in Q1 2026. 354 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Abound Wealth Management held 11,799 shares of CCC Intelligent Solutions worth $60.8K as of Q2 2026.
  • Abound Wealth Management left its CCC Intelligent Solutions share count unchanged in Q2 2026.
  • CCC Intelligent Solutions made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Abound Wealth Management first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 2 quarters since.
  • Abound Wealth Management's CCC Intelligent Solutions position peaked at $70.8K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.