ET
CCC

Equitable Trust’s CCC Intelligent Solutions CCC Stock Holding History

Equitable Trust’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
2025
Q2 		– Sell
-45,691
Closed -$413K – 438
2025
Q1 		$413K Hold
45,691
– – 0.02% 341
2024
Q4 		$536K Hold
45,691
– – 0.03% 306
2024
Q3 		$505K Hold
45,691
– – 0.03% 315
2024
Q2 		$508K Buy
+45,691
New +$520K 0.03% 296

Other funds holding CCC

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Equitable Trust's CCC Position: Q2 2025 in Review

Equitable Trust sold out of CCC Intelligent Solutions (CCC) in Q2 2025, closing a stake of 45,691 shares — an estimated $413K sold.

Equitable Trust first reported a position in CCC in Q2 2024 and held it in 4 quarters. The position peaked at $536K in Q4 2024. 337 funds tracked by Wall St. Rank hold CCC as of Q2 2025.

  • Equitable Trust reported no remaining CCC Intelligent Solutions position as of Q2 2025 after selling out during the quarter.
  • Equitable Trust sold 45,691 CCC Intelligent Solutions shares in Q2 2025, an estimated $413K.
  • Equitable Trust first reported a position in CCC Intelligent Solutions in Q2 2024 and held it in 4 quarters.
  • Equitable Trust's CCC Intelligent Solutions position peaked at $536K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.