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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
Q2 		$304 Hold
59
– – ﹤0.01% 1870
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

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 $13.5B AUM 16.58% 1-Year Est. Return

Bogart Wealth LLC's CCC Position: Q2 2026 in Review

Bogart Wealth LLC held its CCC Intelligent Solutions (CCC) position steady in Q2 2026 at 59 shares worth $304. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Bogart Wealth LLC first reported a position in CCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52K in Q4 2024. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Bogart Wealth LLC held 59 shares of CCC Intelligent Solutions worth $304 as of Q2 2026.
  • Bogart Wealth LLC left its CCC Intelligent Solutions share count unchanged in Q2 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1870 holding.
  • Bogart Wealth LLC first reported a position in CCC Intelligent Solutions in Q4 2024 and has held it in 6 quarters since.
  • Bogart Wealth LLC's CCC Intelligent Solutions position peaked at $1.52K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.