Curio Wealth’s CCC Intelligent Solutions CCC Stock Holding History

Curio Wealth’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	-2	Closed	-$12	–	251
2026 Q1	$12	Buy	+2	New	+$13	﹤0.01%	1232

Other funds holding CCC

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Curio Wealth's CCC Position: Q2 2026 in Review

Curio Wealth sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 2 shares — an estimated $12 sold.

Curio Wealth first reported a position in CCC in Q1 2026 and held it in 1 quarter. The position peaked at $12 in Q1 2026. 354 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

Curio Wealth reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 CCC Intelligent Solutions shares in Q2 2026, an estimated $12.
Curio Wealth first reported a position in CCC Intelligent Solutions in Q1 2026 and held it in 1 quarter.
Curio Wealth's CCC Intelligent Solutions position peaked at $12 in Q1 2026.
354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.