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Essential Partners’s CCC Intelligent Solutions CCC Stock Holding History

Essential 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
Q3 		$26.4K Buy
3,964
+39
+1% +$256 0.01% 821
2026
Q2 		$20.3K Sell
3,925
-2,404
-38% -$11.9K 0.01% 898
2026
Q1 		$38K Buy
+6,329
New +$41.5K 0.01% 674

Other funds holding CCC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return

Essential Partners's CCC Position: Q3 2026 in Review

Essential Partners increased its CCC Intelligent Solutions (CCC) stake by 0.99% in Q3 2026, buying an estimated $256 and bringing the position to 3,964 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #821.

Essential Partners first reported a position in CCC in Q1 2026 and has held it in 3 quarters since. The position peaked at $38K in Q1 2026. 30 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

  • Essential Partners held 3,964 shares of CCC Intelligent Solutions worth $26.4K as of Q3 2026.
  • Essential Partners bought 39 CCC Intelligent Solutions shares in Q3 2026, an estimated $256.
  • CCC Intelligent Solutions made up 0.01% of Essential Partners's portfolio in Q3 2026, its #821 holding.
  • Essential Partners first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's CCC Intelligent Solutions position peaked at $38K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.