CAG
CCC

Crestwood Advisors Group’s CCC Intelligent Solutions CCC Stock Holding History

Crestwood Advisors Group’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 		– Sell
-19,142
Closed -$115K – 885
2026
Q1 		$115K Buy
+19,142
New +$125K ﹤0.01% 755

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

Crestwood Advisors Group's CCC Position: Q2 2026 in Review

Crestwood Advisors Group sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 19,142 shares — an estimated $115K sold.

Crestwood Advisors Group first reported a position in CCC in Q1 2026 and held it in 1 quarter. The position peaked at $115K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Crestwood Advisors Group reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 19,142 CCC Intelligent Solutions shares in Q2 2026, an estimated $115K.
  • Crestwood Advisors Group first reported a position in CCC Intelligent Solutions in Q1 2026 and held it in 1 quarter.
  • Crestwood Advisors Group's CCC Intelligent Solutions position peaked at $115K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.