Focus Partners Wealth
CCC

Focus Partners Wealth’s CCC Intelligent Solutions CCC Stock Holding History

Focus Partners 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
Q1 		$1.34M Sell
247,250
-4,089,881
-94% -$26.8M ﹤0.01% 1482
2025
Q4 		$34.5M Buy
4,337,131
+2,036,282
+89% +$16.6M 0.04% 360
2025
Q3 		$21M Sell
2,300,849
-2,185,437
-49% -$21.1M 0.03% 394
2025
Q2 		$42.2M Buy
+4,486,286
New +$40.1M 0.09% 209

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
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

Focus Partners Wealth's CCC Position: Q1 2026 in Review

Focus Partners Wealth reduced its CCC Intelligent Solutions (CCC) stake by 94% in Q1 2026, selling an estimated $26.8M and leaving 247,250 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Focus Partners Wealth first reported a position in CCC in Q2 2025 and has held it in 4 quarters since. The position peaked at $42.2M in Q2 2025. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Focus Partners Wealth held 247,250 shares of CCC Intelligent Solutions worth $1.34M as of Q1 2026.
  • Focus Partners Wealth sold 4,089,881 CCC Intelligent Solutions shares in Q1 2026, an estimated $26.8M.
  • CCC Intelligent Solutions made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1482 holding.
  • Focus Partners Wealth first reported a position in CCC Intelligent Solutions in Q2 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's CCC Intelligent Solutions position peaked at $42.2M in Q2 2025.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.