IWC
CCC

Integrated Wealth Concepts’s CCC Intelligent Solutions CCC Stock Holding History

Integrated Wealth Concepts’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
Q2 		$71.8K Sell
13,916
-12,298
-47% -$60.8K ﹤0.01% 2340
2026
Q1 		$157K Buy
+26,214
New +$172K ﹤0.01% 2141

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Integrated Wealth Concepts's CCC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CCC Intelligent Solutions (CCC) stake by 47% in Q2 2026, selling an estimated $60.8K and leaving 13,916 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Integrated Wealth Concepts first reported a position in CCC in Q1 2026 and has held it in 2 quarters since. The position peaked at $157K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Integrated Wealth Concepts held 13,916 shares of CCC Intelligent Solutions worth $71.8K as of Q2 2026.
  • Integrated Wealth Concepts sold 12,298 CCC Intelligent Solutions shares in Q2 2026, an estimated $60.8K.
  • CCC Intelligent Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2340 holding.
  • Integrated Wealth Concepts first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's CCC Intelligent Solutions position peaked at $157K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.