Envestnet Portfolio Solutions
CCC icon

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
Q2 		$53.6K Sell
10,389
-17,244
-62% -$85.3K ﹤0.01% 1369
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

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

Envestnet Portfolio Solutions's CCC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its CCC Intelligent Solutions (CCC) stake by 62% in Q2 2026, selling an estimated $85.3K and leaving 10,389 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Envestnet Portfolio Solutions first reported a position in CCC in Q3 2023 and has held it in 12 quarters since. The position peaked at $852K in Q4 2024. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,389 shares of CCC Intelligent Solutions worth $53.6K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 17,244 CCC Intelligent Solutions shares in Q2 2026, an estimated $85.3K.
  • CCC Intelligent Solutions made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1369 holding.
  • Envestnet Portfolio Solutions first reported a position in CCC Intelligent Solutions in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's CCC Intelligent Solutions position peaked at $852K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.