IWA
CCC

Icon Wealth Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Icon Wealth Advisors’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
-11,720
Closed -$93.2K – 400
2025
Q4 		$93.2K Sell
11,720
-2,152
-16% -$17.5K 0.01% 390
2025
Q3 		$126K Sell
13,872
-960
-6% -$9.29K 0.01% 459
2025
Q2 		$140K Buy
+14,832
New +$133K 0.01% 433
2025
Q1 		– Sell
-14,816
Closed -$174K – 482
2024
Q4 		$174K Sell
14,816
-29
-0.2% -$336 0.01% 398
2024
Q3 		$164K Sell
14,845
-5,605
-27% -$60.5K 0.01% 392
2024
Q2 		$210K Sell
20,450
-2,505
-11% -$28.5K 0.02% 324
2024
Q1 		$275K Sell
22,955
-1,826
-7% -$20.8K 0.03% 295
2023
Q4 		$282K Buy
+24,781
New +$289K 0.03% 270

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

Icon Wealth Advisors's CCC Position: Q1 2026 in Review

Icon Wealth Advisors sold out of CCC Intelligent Solutions (CCC) in Q1 2026, closing a stake of 11,720 shares — an estimated $93.2K sold.

Icon Wealth Advisors first reported a position in CCC in Q4 2023 and held it in 8 quarters. The position peaked at $282K in Q4 2023. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Icon Wealth Advisors reported no remaining CCC Intelligent Solutions position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 11,720 CCC Intelligent Solutions shares in Q1 2026, an estimated $93.2K.
  • Icon Wealth Advisors first reported a position in CCC Intelligent Solutions in Q4 2023 and held it in 8 quarters.
  • Icon Wealth Advisors's CCC Intelligent Solutions position peaked at $282K in Q4 2023.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.