Avantax Advisory Services’s CCC Intelligent Solutions CCC Stock Holding History

Avantax Advisory Services’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
2025 Q2	$284K	Buy	30,140 +10,061	+50%	+$90K	﹤0.01%	1957
2025 Q1	$181K	Sell	20,079 -8,546	-30%	-$88.7K	﹤0.01%	2118
2024 Q4	$336K	Buy	28,625 +1,527	+6%	+$17.7K	﹤0.01%	1708
2024 Q3	$299K	Sell	27,098 -25	-0.1%	-$270	﹤0.01%	1750
2024 Q2	$301K	Buy	+27,123	New	+$309K	﹤0.01%	1695

Other funds holding CCC

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Avantax Advisory Services's CCC Position: Q2 2025 in Review

Avantax Advisory Services increased its CCC Intelligent Solutions (CCC) stake by 50% in Q2 2025, buying an estimated $90K and bringing the position to 30,140 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Avantax Advisory Services first reported a position in CCC in Q2 2024 and has held it in 5 quarters since. The position peaked at $336K in Q4 2024. 337 funds tracked by Wall St. Rank hold CCC as of Q2 2025.

Avantax Advisory Services held 30,140 shares of CCC Intelligent Solutions worth $284K as of Q2 2025.
Avantax Advisory Services bought 10,061 CCC Intelligent Solutions shares in Q2 2025, an estimated $90K.
CCC Intelligent Solutions made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1957 holding.
Avantax Advisory Services first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's CCC Intelligent Solutions position peaked at $336K in Q4 2024.
337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.