Corient Private Wealth
CCC

Corient Private Wealth’s CCC Intelligent Solutions CCC Stock Holding History

Corient Private Wealth’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 		$658K Buy
121,926
+39,745
+48% +$260K ﹤0.01% 1878
2025
Q4 		$681K Buy
82,181
+3,298
+4% +$26.8K ﹤0.01% 2126
2025
Q3 		$719K Buy
78,883
+7,329
+10% +$70.9K ﹤0.01% 1595
2025
Q2 		$673K Sell
71,554
-46,289
-39% -$414K ﹤0.01% 1547
2025
Q1 		$1.06M Sell
117,843
-24,365
-17% -$253K ﹤0.01% 1249
2024
Q4 		$1.67M Buy
142,208
+80,459
+130% +$932K ﹤0.01% 1072
2024
Q3 		$682K Buy
61,749
+12,240
+25% +$132K ﹤0.01% 1585
2024
Q2 		$550K Buy
49,509
+6,837
+16% +$77.8K ﹤0.01% 1588
2024
Q1 		$510K Sell
42,672
-507
-1% -$5.78K ﹤0.01% 1619
2023
Q4 		$492K Buy
+43,179
New +$504K ﹤0.01% 1615

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

Corient Private Wealth's CCC Position: Q1 2026 in Review

Corient Private Wealth increased its CCC Intelligent Solutions (CCC) stake by 48% in Q1 2026, buying an estimated $260K and bringing the position to 121,926 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Corient Private Wealth first reported a position in CCC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2024. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Corient Private Wealth held 121,926 shares of CCC Intelligent Solutions worth $658K as of Q1 2026.
  • Corient Private Wealth bought 39,745 CCC Intelligent Solutions shares in Q1 2026, an estimated $260K.
  • CCC Intelligent Solutions made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1878 holding.
  • Corient Private Wealth first reported a position in CCC Intelligent Solutions in Q4 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's CCC Intelligent Solutions position peaked at $1.67M in Q4 2024.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.