Creative Planning
CCC

Creative Planning’s CCC Intelligent Solutions CCC Stock Holding History

Creative Planning’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 		$1.85M Buy
308,982
+258,865
+517% +$1.7M ﹤0.01% 1957
2025
Q4 		$398K Buy
50,117
+24,110
+93% +$196K ﹤0.01% 3034
2025
Q3 		$237K Sell
26,007
-9,237
-26% -$89.3K ﹤0.01% 3338
2025
Q2 		$332K Buy
+35,244
New +$315K ﹤0.01% 2816
2025
Q1 		– Sell
-147
Closed -$1.72K – 3503
2024
Q4 		$1.72K Buy
+147
New +$1.7K ﹤0.01% 3474

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

Creative Planning's CCC Position: Q1 2026 in Review

Creative Planning increased its CCC Intelligent Solutions (CCC) stake by 517% in Q1 2026, buying an estimated $1.7M and bringing the position to 308,982 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Creative Planning first reported a position in CCC in Q4 2024 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Creative Planning held 308,982 shares of CCC Intelligent Solutions worth $1.85M as of Q1 2026.
  • Creative Planning bought 258,865 CCC Intelligent Solutions shares in Q1 2026, an estimated $1.7M.
  • CCC Intelligent Solutions made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1957 holding.
  • Creative Planning first reported a position in CCC Intelligent Solutions in Q4 2024 and has held it in 5 quarters since.
  • 373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.