Cresset Asset Management’s CCC Intelligent Solutions CCC Stock Holding History

Cresset Asset Management’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	$60.6K	Sell	10,099 -3,808	-27%	-$24.9K	﹤0.01%	1573
2025 Q4	$111K	Buy	13,907 +2,637	+23%	+$21.4K	﹤0.01%	1572
2025 Q3	$103K	Buy	+11,270	New	+$109K	﹤0.01%	1493
2024 Q4	–	Sell	-19,743	Closed	-$218K	–	1832
2024 Q3	$218K	Sell	19,743 -7,270	-27%	-$78.4K	﹤0.01%	1951
2024 Q2	$300K	Sell	27,013 -156	-0.6%	-$1.78K	﹤0.01%	1719
2024 Q1	$325K	Buy	27,169 +9,259	+52%	+$106K	﹤0.01%	1542
2023 Q4	$204K	Buy	17,910 +5,119	+40%	+$59.7K	﹤0.01%	1687
2023 Q3	$171K	Buy	+12,791	New	+$140K	﹤0.01%	1656

Other funds holding CCC

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cresset Asset Management's CCC Position: Q1 2026 in Review

Cresset Asset Management reduced its CCC Intelligent Solutions (CCC) stake by 27% in Q1 2026, selling an estimated $24.9K and leaving 10,099 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Cresset Asset Management first reported a position in CCC in Q3 2023 and has held it in 8 quarters since. The position peaked at $325K in Q1 2024. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

Cresset Asset Management held 10,099 shares of CCC Intelligent Solutions worth $60.6K as of Q1 2026.
Cresset Asset Management sold 3,808 CCC Intelligent Solutions shares in Q1 2026, an estimated $24.9K.
CCC Intelligent Solutions made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1573 holding.
Cresset Asset Management first reported a position in CCC Intelligent Solutions in Q3 2023 and has held it in 8 quarters since.
Cresset Asset Management's CCC Intelligent Solutions position peaked at $325K in Q1 2024.
374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.