Cerity Partners’s CCC Intelligent Solutions CCC Stock Holding History

Cerity Partners’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	$1.38M	Buy	+230,012	New	+$1.51M	﹤0.01%	1675
2025 Q4	–	Sell	-170,170	Closed	-$1.55M	–	2892
2025 Q3	$1.55M	Sell	170,170 -5,945	-3%	-$57.5K	﹤0.01%	1403
2025 Q2	$1.66M	Buy	176,115 +3,272	+2%	+$29.3K	﹤0.01%	1297
2025 Q1	$1.56M	Sell	172,843 -54,038	-24%	-$561K	﹤0.01%	1234
2024 Q4	$2.51M	Sell	226,881 -16,237	-7%	-$188K	0.01%	1006
2024 Q3	$2.69M	Buy	243,118 +34,092	+16%	+$368K	0.01%	958
2024 Q2	$2.32M	Sell	209,026 -16,219	-7%	-$185K	0.01%	851
2024 Q1	$2.69M	Buy	225,245 +212,137	+1,618%	+$2.42M	0.01%	857
2023 Q4	$149K	Buy	+13,108	New	+$153K	﹤0.01%	1754

Other funds holding CCC

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's CCC Position: Q1 2026 in Review

Cerity Partners opened a new position in CCC Intelligent Solutions (CCC) in Q1 2026: 230,012 shares worth $1.38M. The stake represents ﹤0.01% of the portfolio and ranks #1675 among its holdings. This is a return to the name: Cerity Partners previously reported a position in CCC as recently as Q3 2025.

Cerity Partners first reported a position in CCC in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.69M in Q1 2024. 373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

Cerity Partners held 230,012 shares of CCC Intelligent Solutions worth $1.38M as of Q1 2026.
CCC Intelligent Solutions was a new Cerity Partners position in Q1 2026.
CCC Intelligent Solutions made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1675 holding.
Cerity Partners first reported a position in CCC Intelligent Solutions in Q4 2023 and has held it in 9 quarters since.
Cerity Partners's CCC Intelligent Solutions position peaked at $2.69M in Q1 2024.
373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.