Envestnet Portfolio Solutions
CCC

Envestnet Portfolio Solutions’s CCC Intelligent Solutions CCC Stock Holding History

Envestnet Portfolio Solutions’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 		$166K Sell
27,633
-16,709
-38% -$109K ﹤0.01% 1280
2025
Q4 		$353K Buy
44,342
+4,922
+12% +$40K ﹤0.01% 1203
2025
Q3 		$359K Sell
39,420
-10,099
-20% -$97.7K ﹤0.01% 1171
2025
Q2 		$466K Buy
49,519
+723
+1% +$6.47K ﹤0.01% 1123
2025
Q1 		$441K Sell
48,796
-23,831
-33% -$247K ﹤0.01% 1104
2024
Q4 		$852K Buy
72,627
+39,986
+123% +$463K ﹤0.01% 1002
2024
Q3 		$361K Buy
32,641
+832
+3% +$8.98K ﹤0.01% 1352
2024
Q2 		$353K Sell
31,809
-273
-0.9% -$3.11K ﹤0.01% 1287
2024
Q1 		$384K Buy
32,082
+1,619
+5% +$18.5K ﹤0.01% 1225
2023
Q4 		$347K Buy
30,463
+19,717
+183% +$230K ﹤0.01% 1220
2023
Q3 		$143K Buy
+10,746
New +$118K ﹤0.01% 1455

Other funds holding CCC

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VPM
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ACM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return