CT
CCC

Clearstead Trust’s CCC Intelligent Solutions CCC Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-464
Closed -$4.23K – 1098
2025
Q3 		$4.23K Hold
464
– – ﹤0.01% 801
2025
Q2 		$4.37K Buy
+464
New +$4.15K ﹤0.01% 782

Other funds holding CCC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Clearstead Trust's CCC Position: Q4 2025 in Review

Clearstead Trust sold out of CCC Intelligent Solutions (CCC) in Q4 2025, closing a stake of 464 shares — an estimated $4.23K sold.

Clearstead Trust first reported a position in CCC in Q2 2025 and held it in 2 quarters. The position peaked at $4.37K in Q2 2025. 346 funds tracked by Wall St. Rank hold CCC as of Q4 2025.

  • Clearstead Trust reported no remaining CCC Intelligent Solutions position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 464 CCC Intelligent Solutions shares in Q4 2025, an estimated $4.23K.
  • Clearstead Trust first reported a position in CCC Intelligent Solutions in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's CCC Intelligent Solutions position peaked at $4.37K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.