AssetMark Inc’s CCC Intelligent Solutions CCC Stock Holding History

AssetMark Inc’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 Q3	$473	Buy	+71	New	+$467	﹤0.01%	3422
2026 Q1	–	Sell	-571	Closed	-$4.54K	–	3462
2025 Q4	$4.54K	Buy	571 +355	+164%	+$2.89K	﹤0.01%	2496
2025 Q3	$1.97K	Buy	216 +135	+167%	+$1.31K	﹤0.01%	2631
2025 Q2	$762	Buy	+81	New	+$725	﹤0.01%	2664
2025 Q1	–	Sell	-235	Closed	-$2.76K	–	2640
2024 Q4	$2.76K	Hold	235	–	–	﹤0.01%	2050
2024 Q3	$2.6K	Hold	235	–	–	﹤0.01%	1832
2024 Q2	$2.61K	Sell	235 -289	-55%	-$3.29K	﹤0.01%	1701
2024 Q1	$6.27K	Buy	+524	New	+$5.98K	﹤0.01%	1437

Other funds holding CCC

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

AssetMark Inc's CCC Position: Q3 2026 in Review

AssetMark Inc opened a new position in CCC Intelligent Solutions (CCC) in Q3 2026: 71 shares worth $473. The stake represents ﹤0.01% of the portfolio and ranks #3422 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in CCC as recently as Q4 2025.

AssetMark Inc first reported a position in CCC in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.27K in Q1 2024. 117 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

AssetMark Inc held 71 shares of CCC Intelligent Solutions worth $473 as of Q3 2026.
CCC Intelligent Solutions was a new AssetMark Inc position in Q3 2026.
CCC Intelligent Solutions made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3422 holding.
AssetMark Inc first reported a position in CCC Intelligent Solutions in Q1 2024 and has held it in 8 quarters since.
AssetMark Inc's CCC Intelligent Solutions position peaked at $6.27K in Q1 2024.
117 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.