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
Q2 		$1.11M Sell
214,311
-94,671
-31% -$468K ﹤0.01% 2558
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

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

Creative Planning's CCC Position: Q2 2026 in Review

Creative Planning reduced its CCC Intelligent Solutions (CCC) stake by 31% in Q2 2026, selling an estimated $468K and leaving 214,311 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Creative Planning first reported a position in CCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.85M in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Creative Planning held 214,311 shares of CCC Intelligent Solutions worth $1.11M as of Q2 2026.
  • Creative Planning sold 94,671 CCC Intelligent Solutions shares in Q2 2026, an estimated $468K.
  • CCC Intelligent Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2558 holding.
  • Creative Planning first reported a position in CCC Intelligent Solutions in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's CCC Intelligent Solutions position peaked at $1.85M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.