BTWM
CCC

Baker Tilly Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Baker Tilly 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 		– Sell
-14,819
Closed -$88.9K – 292
2026
Q1 		$88.9K Sell
14,819
-3,292
-18% -$21.6K 0.02% 279
2025
Q4 		$144K Buy
18,111
+211
+1% +$1.72K 0.04% 283
2025
Q3 		$163K Buy
17,900
+3,779
+27% +$36.5K 0.04% 274
2025
Q2 		$133K Sell
14,121
-131
-0.9% -$1.17K 0.05% 233
2025
Q1 		$129K Sell
14,252
-134
-0.9% -$1.39K 0.05% 236
2024
Q4 		$169K Buy
14,386
+888
+7% +$10.3K 0.07% 233
2024
Q3 		$149K Buy
+13,498
New +$146K 0.07% 231

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

Baker Tilly Wealth Management's CCC Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 14,819 shares — an estimated $88.9K sold.

Baker Tilly Wealth Management first reported a position in CCC in Q3 2024 and held it in 7 quarters. The position peaked at $169K in Q4 2024. 354 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 14,819 CCC Intelligent Solutions shares in Q2 2026, an estimated $88.9K.
  • Baker Tilly Wealth Management first reported a position in CCC Intelligent Solutions in Q3 2024 and held it in 7 quarters.
  • Baker Tilly Wealth Management's CCC Intelligent Solutions position peaked at $169K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.