CAPTRUST Financial Advisors
CCC

CAPTRUST Financial Advisors’s CCC Intelligent Solutions CCC Stock Holding History

CAPTRUST Financial Advisors’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 		$597K Buy
99,586
+66,406
+200% +$435K ﹤0.01% 1915
2025
Q4 		$264K Sell
33,180
-5,835
-15% -$47.5K ﹤0.01% 2341
2025
Q3 		$355K Buy
39,015
+3,087
+9% +$29.9K ﹤0.01% 2051
2025
Q2 		$338K Buy
35,928
+16,142
+82% +$144K ﹤0.01% 1979
2025
Q1 		$179K Sell
19,786
-22,165
-53% -$230K ﹤0.01% 2180
2024
Q4 		$492K Sell
41,951
-26,658
-39% -$309K ﹤0.01% 1610
2024
Q3 		$758K Sell
68,609
-168,634
-71% -$1.82M ﹤0.01% 1348
2024
Q2 		$2.64M Buy
237,243
+51,486
+28% +$586K 0.01% 693
2024
Q1 		$2.22M Buy
185,757
+37,999
+26% +$433K 0.01% 763
2023
Q4 		$1.68M Buy
147,758
+83,883
+131% +$979K 0.01% 983
2023
Q3 		$853K Buy
63,875
+50,521
+378% +$554K ﹤0.01% 1298
2023
Q2 		$150K Buy
+13,354
New +$131K ﹤0.01% 2328
2022
Q3 		– Sell
-5,709
Closed -$53K – 2373
2022
Q2 		$53K Buy
+5,709
New +$52.4K ﹤0.01% 2701

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

CAPTRUST Financial Advisors's CCC Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its CCC Intelligent Solutions (CCC) stake by 200% in Q1 2026, buying an estimated $435K and bringing the position to 99,586 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

CAPTRUST Financial Advisors first reported a position in CCC in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.64M in Q2 2024. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • CAPTRUST Financial Advisors held 99,586 shares of CCC Intelligent Solutions worth $597K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 66,406 CCC Intelligent Solutions shares in Q1 2026, an estimated $435K.
  • CCC Intelligent Solutions made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1915 holding.
  • CAPTRUST Financial Advisors first reported a position in CCC Intelligent Solutions in Q2 2022 and has held it in 13 quarters since.
  • CAPTRUST Financial Advisors's CCC Intelligent Solutions position peaked at $2.64M in Q2 2024.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.