CWA
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CM Wealth Advisors’s CCC Intelligent Solutions CCC Stock Holding History

CM Wealth 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 		$101K Buy
19,600
+5,029
+35% +$24.9K 0.02% 193
2026
Q1 		$87.4K Buy
+14,571
New +$95.4K 0.02% 145

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

CM Wealth Advisors's CCC Position: Q2 2026 in Review

CM Wealth Advisors increased its CCC Intelligent Solutions (CCC) stake by 35% in Q2 2026, buying an estimated $24.9K and bringing the position to 19,600 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #193.

CM Wealth Advisors first reported a position in CCC in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • CM Wealth Advisors held 19,600 shares of CCC Intelligent Solutions worth $101K as of Q2 2026.
  • CM Wealth Advisors bought 5,029 CCC Intelligent Solutions shares in Q2 2026, an estimated $24.9K.
  • CCC Intelligent Solutions made up 0.02% of CM Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • CM Wealth Advisors first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.