Action Point Financial Planning’s CCC Intelligent Solutions CCC Stock Holding History

Action Point Financial Planning’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	$284	Buy	+56	New	+$277	﹤0.01%	2684

Other funds holding CCC

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Action Point Financial Planning's CCC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in CCC Intelligent Solutions (CCC) in Q2 2026: 56 shares worth $284. The stake represents ﹤0.01% of the portfolio and ranks #2684 among its holdings.

351 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

Action Point Financial Planning held 56 shares of CCC Intelligent Solutions worth $284 as of Q2 2026.
CCC Intelligent Solutions was a new Action Point Financial Planning position in Q2 2026.
CCC Intelligent Solutions made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2684 holding.
351 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.