CA
CCC

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
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

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

Clearstead Advisors's CCC Position: Q1 2026 in Review

Clearstead Advisors increased its CCC Intelligent Solutions (CCC) stake by 176% in Q1 2026, buying an estimated $17.6K and bringing the position to 4,208 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Clearstead Advisors first reported a position in CCC in Q2 2024 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Clearstead Advisors held 4,208 shares of CCC Intelligent Solutions worth $25.2K as of Q1 2026.
  • Clearstead Advisors bought 2,683 CCC Intelligent Solutions shares in Q1 2026, an estimated $17.6K.
  • CCC Intelligent Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1401 holding.
  • Clearstead Advisors first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 6 quarters since.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.