CIAS
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CBIZ Investment Advisory Services’s CCC Intelligent Solutions CCC Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-344
Closed -$2.73K – 462
2025
Q4 		$2.73K Buy
+344
New +$2.8K ﹤0.01% 599

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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 $13.5B AUM 16.58% 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

CBIZ Investment Advisory Services's CCC Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of CCC Intelligent Solutions (CCC) in Q1 2026, closing a stake of 344 shares — an estimated $2.73K sold.

CBIZ Investment Advisory Services first reported a position in CCC in Q4 2025 and held it in 1 quarter. The position peaked at $2.73K in Q4 2025. 376 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining CCC Intelligent Solutions position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 344 CCC Intelligent Solutions shares in Q1 2026, an estimated $2.73K.
  • CBIZ Investment Advisory Services first reported a position in CCC Intelligent Solutions in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's CCC Intelligent Solutions position peaked at $2.73K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.