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Forum Financial Management’s CCC Intelligent Solutions CCC Stock Holding History

Forum Financial Management’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 		– Sell
-15,417
Closed -$123K – 443
2025
Q4 		$123K Sell
15,417
-6,236
-29% -$50.7K ﹤0.01% 992
2025
Q3 		$197K Buy
21,653
+1,567
+8% +$15.2K ﹤0.01% 978
2025
Q2 		$189K Buy
20,086
+6,377
+47% +$57K ﹤0.01% 914
2025
Q1 		$124K Buy
+13,709
New +$142K ﹤0.01% 842

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's CCC Position: Q1 2026 in Review

Forum Financial Management sold out of CCC Intelligent Solutions (CCC) in Q1 2026, closing a stake of 15,417 shares — an estimated $123K sold.

Forum Financial Management first reported a position in CCC in Q1 2025 and held it in 4 quarters. The position peaked at $197K in Q3 2025. 376 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Forum Financial Management reported no remaining CCC Intelligent Solutions position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 15,417 CCC Intelligent Solutions shares in Q1 2026, an estimated $123K.
  • Forum Financial Management first reported a position in CCC Intelligent Solutions in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's CCC Intelligent Solutions position peaked at $197K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.