KAS
CCC

Kestra Advisory Services’s CCC Intelligent Solutions CCC Stock Holding History

Kestra Advisory Services’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
-5,382
Closed -$42.8K – 3314
2025
Q4 		$42.8K Sell
5,382
-7,150
-57% -$58.2K ﹤0.01% 4041
2025
Q3 		$114K Buy
12,532
+2,257
+22% +$21.8K ﹤0.01% 2806
2025
Q2 		$96.7K Buy
10,275
+47
+0.5% +$420 ﹤0.01% 2738
2025
Q1 		$92.4K Buy
+10,228
New +$106K ﹤0.01% 2603

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

Kestra Advisory Services's CCC Position: Q1 2026 in Review

Kestra Advisory Services sold out of CCC Intelligent Solutions (CCC) in Q1 2026, closing a stake of 5,382 shares — an estimated $42.8K sold.

Kestra Advisory Services first reported a position in CCC in Q1 2025 and held it in 4 quarters. The position peaked at $114K in Q3 2025. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Kestra Advisory Services reported no remaining CCC Intelligent Solutions position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,382 CCC Intelligent Solutions shares in Q1 2026, an estimated $42.8K.
  • Kestra Advisory Services first reported a position in CCC Intelligent Solutions in Q1 2025 and held it in 4 quarters.
  • Kestra Advisory Services's CCC Intelligent Solutions position peaked at $114K in Q3 2025.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.