Carson Wealth (CWM LLC)
CCC

Carson Wealth (CWM LLC)’s CCC Intelligent Solutions CCC Stock Holding History

Carson Wealth (CWM 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 		$1.76M Buy
292,858
+288,584
+6,752% +$1.89M ﹤0.01% 1254
2025
Q4 		$34K Buy
4,274
+1,789
+72% +$14.6K ﹤0.01% 3866
2025
Q3 		$23K Buy
2,485
+1,510
+155% +$14.6K ﹤0.01% 4027
2025
Q2 		$9K Buy
975
+22
+2% +$197 ﹤0.01% 4342
2025
Q1 		$9K Sell
953
-504
-35% -$5.23K ﹤0.01% 4145
2024
Q4 		$17K Buy
1,457
+128
+10% +$1.48K ﹤0.01% 3535
2024
Q3 		$15K Sell
1,329
-1,776
-57% -$19.2K ﹤0.01% 3538
2024
Q2 		$34K Buy
3,105
+2,419
+353% +$27.5K ﹤0.01% 2741
2024
Q1 		$8K Buy
686
+178
+35% +$2.03K ﹤0.01% 3440
2023
Q4 		$6K Buy
508
+73
+17% +$852 ﹤0.01% 3405
2023
Q3 		$6K Sell
435
-27
-6% -$296 ﹤0.01% 3354
2023
Q2 		$5K Buy
462
+348
+305% +$3.42K ﹤0.01% 3419
2023
Q1 		$1K Buy
+114
New +$1.01K ﹤0.01% 3784

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CCC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CCC Intelligent Solutions (CCC) stake by 6,752% in Q1 2026, buying an estimated $1.89M and bringing the position to 292,858 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Carson Wealth (CWM LLC) first reported a position in CCC in Q1 2023 and has held it in 13 quarters since. 375 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 292,858 shares of CCC Intelligent Solutions worth $1.76M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 288,584 CCC Intelligent Solutions shares in Q1 2026, an estimated $1.89M.
  • CCC Intelligent Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1254 holding.
  • Carson Wealth (CWM LLC) first reported a position in CCC Intelligent Solutions in Q1 2023 and has held it in 13 quarters since.
  • 375 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.