Covestor
CCC icon

Covestor’s CCC Intelligent Solutions CCC Stock Holding History

Covestor’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
Q3 		$82K Sell
12,435
-55
-0.4% -$362 0.05% 454
2026
Q2 		$64K Buy
12,490
+1,602
+15% +$7.92K 0.04% 645
2026
Q1 		$65K Buy
10,888
+10,130
+1,336% +$66.4K 0.05% 529
2025
Q4 		$6K Buy
758
+6
+0.8% +$49 ﹤0.01% 1804
2025
Q3 		$7K Buy
752
+4
+0.5% +$39 ﹤0.01% 1788
2025
Q2 		$7K Sell
748
-12
-2% -$107 ﹤0.01% 1702
2025
Q1 		$7K Buy
760
+3
+0.4% +$31 ﹤0.01% 1656
2024
Q4 		$9K Buy
757
+1
+0.1% +$12 0.01% 1581
2024
Q3 		$8K Buy
756
+1
+0.1% +$11 0.01% 1647
2024
Q2 		$8K Buy
755
+4
+0.5% +$46 0.01% 1660
2024
Q1 		$9K Sell
751
-1,690
-69% -$19.3K 0.01% 1639
2023
Q4 		$28K Sell
2,441
-4,454
-65% -$52K 0.02% 1067
2023
Q3 		$92K Buy
6,895
+6,113
+782% +$67.1K 0.07% 466
2023
Q2 		$9K Sell
782
-3
-0.4% -$29 0.01% 1485
2023
Q1 		$7K Buy
785
+3
+0.4% +$27 0.01% 1462
2022
Q4 		$7K Buy
782
+3
+0.4% +$27 0.01% 1460
2022
Q3 		$7K Buy
+779
New +$7.37K 0.01% 1382

Other funds holding CCC

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
AKRE Capital Management
AKRE Capital Management Middleburg, Virginia $4.42B AUM 17.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Covestor's CCC Position: Q3 2026 in Review

Covestor reduced its CCC Intelligent Solutions (CCC) stake by 0.44% in Q3 2026, selling an estimated $362 and leaving 12,435 shares worth $82K. The position accounts for 0.05% of the portfolio, ranked #454.

Covestor first reported a position in CCC in Q3 2022 and has held it in 17 quarters since. The position peaked at $92K in Q3 2023. 292 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

  • Covestor held 12,435 shares of CCC Intelligent Solutions worth $82K as of Q3 2026.
  • Covestor sold 55 CCC Intelligent Solutions shares in Q3 2026, an estimated $362.
  • CCC Intelligent Solutions made up 0.05% of Covestor's portfolio in Q3 2026, its #454 holding.
  • Covestor first reported a position in CCC Intelligent Solutions in Q3 2022 and has held it in 17 quarters since.
  • Covestor's CCC Intelligent Solutions position peaked at $92K in Q3 2023.
  • 292 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.