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
Q2 		– Sell
-59
Closed -$354 – 1328
2026
Q1 		$354 Buy
+59
New +$386 ﹤0.01% 1218

Other funds holding CCC

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Vanguard Portfolio Management
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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 $15.3B AUM 25.06% 1-Year Est. Return

Cassaday & Co Wealth Management's CCC Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 59 shares — an estimated $354 sold.

Cassaday & Co Wealth Management first reported a position in CCC in Q1 2026 and held it in 1 quarter. The position peaked at $354 in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 59 CCC Intelligent Solutions shares in Q2 2026, an estimated $354.
  • Cassaday & Co Wealth Management first reported a position in CCC Intelligent Solutions in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's CCC Intelligent Solutions position peaked at $354 in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.