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Curated Wealth Partners’s CCC Intelligent Solutions CCC Stock Holding History

Curated Wealth Partners’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
-21,799
Closed -$131K – 247
2026
Q1 		$131K Sell
21,799
-875
-4% -$5.73K 0.02% 223
2025
Q4 		$180K Buy
22,674
+9,401
+71% +$76.5K 0.02% 203
2025
Q3 		$121K Buy
13,273
+1,315
+11% +$12.7K 0.01% 155
2025
Q2 		$113K Sell
11,958
-2,310
-16% -$20.7K 0.01% 157
2025
Q1 		$129K Buy
14,268
+4,224
+42% +$43.9K 0.02% 147
2024
Q4 		$118K Buy
+10,044
New +$116K 0.01% 141

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 $13.5B AUM 16.58% 1-Year Est. Return

Curated Wealth Partners's CCC Position: Q2 2026 in Review

Curated Wealth Partners sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 21,799 shares — an estimated $131K sold.

Curated Wealth Partners first reported a position in CCC in Q4 2024 and held it in 6 quarters. The position peaked at $180K in Q4 2025. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Curated Wealth Partners reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 21,799 CCC Intelligent Solutions shares in Q2 2026, an estimated $131K.
  • Curated Wealth Partners first reported a position in CCC Intelligent Solutions in Q4 2024 and held it in 6 quarters.
  • Curated Wealth Partners's CCC Intelligent Solutions position peaked at $180K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.