CFO
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Callan Family Office’s CCC Intelligent Solutions CCC Stock Holding History

Callan Family Office’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 		$57.5K Sell
11,142
-73,413
-87% -$363K ﹤0.01% 1192
2026
Q1 		$507K Buy
84,555
+27,553
+48% +$180K 0.01% 765
2025
Q4 		$453K Buy
+57,002
New +$464K 0.01% 810

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

Callan Family Office's CCC Position: Q2 2026 in Review

Callan Family Office reduced its CCC Intelligent Solutions (CCC) stake by 87% in Q2 2026, selling an estimated $363K and leaving 11,142 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Callan Family Office first reported a position in CCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $507K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Callan Family Office held 11,142 shares of CCC Intelligent Solutions worth $57.5K as of Q2 2026.
  • Callan Family Office sold 73,413 CCC Intelligent Solutions shares in Q2 2026, an estimated $363K.
  • CCC Intelligent Solutions made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1192 holding.
  • Callan Family Office first reported a position in CCC Intelligent Solutions in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's CCC Intelligent Solutions position peaked at $507K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.