CWA
CCC

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
Q1 		$87.4K Buy
+14,571
New +$95.4K 0.02% 145

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

CM Wealth Advisors's CCC Position: Q1 2026 in Review

CM Wealth Advisors opened a new position in CCC Intelligent Solutions (CCC) in Q1 2026: 14,571 shares worth $87.4K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings.

374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • CM Wealth Advisors held 14,571 shares of CCC Intelligent Solutions worth $87.4K as of Q1 2026.
  • CCC Intelligent Solutions was a new CM Wealth Advisors position in Q1 2026.
  • CCC Intelligent Solutions made up 0.02% of CM Wealth Advisors's portfolio in Q1 2026, its #145 holding.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.