AssetMark Inc
CCC

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
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc's CCC Position: Q1 2026 in Review

AssetMark Inc sold out of CCC Intelligent Solutions (CCC) in Q1 2026, closing a stake of 571 shares — an estimated $4.54K sold.

AssetMark Inc first reported a position in CCC in Q1 2024 and held it in 7 quarters. The position peaked at $6.27K in Q1 2024. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • AssetMark Inc reported no remaining CCC Intelligent Solutions position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 571 CCC Intelligent Solutions shares in Q1 2026, an estimated $4.54K.
  • AssetMark Inc first reported a position in CCC Intelligent Solutions in Q1 2024 and held it in 7 quarters.
  • AssetMark Inc's CCC Intelligent Solutions position peaked at $6.27K in Q1 2024.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.