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
Q2 		$312K Sell
60,535
-61,391
-50% -$304K ﹤0.01% 2536
2026
Q1 		$658K Buy
121,926
+82,532
+210% +$541K ﹤0.01% 1878
2025
Q4 		$340K Sell
39,394
-39,489
-50% -$321K ﹤0.01% 2093
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

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 $15.3B AUM 25.06% 1-Year Est. Return

Corient Private Wealth's CCC Position: Q2 2026 in Review

Corient Private Wealth reduced its CCC Intelligent Solutions (CCC) stake by 50% in Q2 2026, selling an estimated $304K and leaving 60,535 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Corient Private Wealth first reported a position in CCC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q4 2024. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Corient Private Wealth held 60,535 shares of CCC Intelligent Solutions worth $312K as of Q2 2026.
  • Corient Private Wealth sold 61,391 CCC Intelligent Solutions shares in Q2 2026, an estimated $304K.
  • CCC Intelligent Solutions made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2536 holding.
  • Corient Private Wealth first reported a position in CCC Intelligent Solutions in Q4 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's CCC Intelligent Solutions position peaked at $1.67M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.