CCWM
CCC

Cassaday & Co Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Cassaday & Co Wealth Management’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 Buy
+59
New +$386 ﹤0.01% 1218

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

Cassaday & Co Wealth Management's CCC Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in CCC Intelligent Solutions (CCC) in Q1 2026: 59 shares worth $354. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings.

373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Cassaday & Co Wealth Management held 59 shares of CCC Intelligent Solutions worth $354 as of Q1 2026.
  • CCC Intelligent Solutions was a new Cassaday & Co Wealth Management position in Q1 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1218 holding.
  • 373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.