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Clearstead Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Clearstead Advisors’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 		$2.76K Sell
535
-3,673
-87% -$18.2K ﹤0.01% 2370
2026
Q1 		$25.2K Buy
4,208
+2,683
+176% +$17.6K ﹤0.01% 1401
2025
Q4 		$12.1K Buy
+1,525
New +$12.4K ﹤0.01% 1841
2025
Q2 		– Sell
-1,311
Closed -$11.8K – 2757
2025
Q1 		$11.8K Sell
1,311
-647
-33% -$6.72K ﹤0.01% 1569
2024
Q4 		$23K Buy
1,958
+39
+2% +$452 ﹤0.01% 1340
2024
Q3 		$21.2K Sell
1,919
-50
-3% -$540 ﹤0.01% 1399
2024
Q2 		$21.9K Buy
+1,969
New +$22.4K ﹤0.01% 1353

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $13.5B AUM 16.58% 1-Year Est. Return

Clearstead Advisors's CCC Position: Q2 2026 in Review

Clearstead Advisors reduced its CCC Intelligent Solutions (CCC) stake by 87% in Q2 2026, selling an estimated $18.2K and leaving 535 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Clearstead Advisors first reported a position in CCC in Q2 2024 and has held it in 7 quarters since. The position peaked at $25.2K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Clearstead Advisors held 535 shares of CCC Intelligent Solutions worth $2.76K as of Q2 2026.
  • Clearstead Advisors sold 3,673 CCC Intelligent Solutions shares in Q2 2026, an estimated $18.2K.
  • CCC Intelligent Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2370 holding.
  • Clearstead Advisors first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's CCC Intelligent Solutions position peaked at $25.2K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.