C
CCC

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
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

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

Covestor's CCC Position: Q1 2026 in Review

Covestor increased its CCC Intelligent Solutions (CCC) stake by 1,336% in Q1 2026, buying an estimated $66.4K and bringing the position to 10,888 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #529.

Covestor first reported a position in CCC in Q3 2022 and has held it in 15 quarters since. The position peaked at $92K in Q3 2023. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Covestor held 10,888 shares of CCC Intelligent Solutions worth $65K as of Q1 2026.
  • Covestor bought 10,130 CCC Intelligent Solutions shares in Q1 2026, an estimated $66.4K.
  • CCC Intelligent Solutions made up 0.05% of Covestor's portfolio in Q1 2026, its #529 holding.
  • Covestor first reported a position in CCC Intelligent Solutions in Q3 2022 and has held it in 15 quarters since.
  • Covestor's CCC Intelligent Solutions position peaked at $92K in Q3 2023.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.