BWL
CCC

Bogart Wealth LLC’s CCC Intelligent Solutions CCC Stock Holding History

Bogart Wealth LLC’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 		$354 Hold
59
– – ﹤0.01% 1655
2025
Q4 		$469 Hold
59
– – ﹤0.01% 1488
2025
Q3 		$537 Hold
59
– – ﹤0.01% 1397
2025
Q2 		$555 Buy
+59
New +$528 ﹤0.01% 1320
2025
Q1 		– Sell
-130
Closed -$1.52K – 1434
2024
Q4 		$1.52K Buy
+130
New +$1.51K ﹤0.01% 1147

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

Bogart Wealth LLC's CCC Position: Q1 2026 in Review

Bogart Wealth LLC held its CCC Intelligent Solutions (CCC) position steady in Q1 2026 at 59 shares worth $354. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Bogart Wealth LLC first reported a position in CCC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.52K in Q4 2024. 373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Bogart Wealth LLC held 59 shares of CCC Intelligent Solutions worth $354 as of Q1 2026.
  • Bogart Wealth LLC left its CCC Intelligent Solutions share count unchanged in Q1 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1655 holding.
  • Bogart Wealth LLC first reported a position in CCC Intelligent Solutions in Q4 2024 and has held it in 5 quarters since.
  • Bogart Wealth LLC's CCC Intelligent Solutions position peaked at $1.52K in Q4 2024.
  • 373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.