LHWM
CCC

Lake Hills Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Lake Hills Wealth 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
2025
Q3 		– Sell
-62,932
Closed -$592K – 50
2025
Q2 		$592K Buy
+62,932
New +$563K 0.34% 27

Other funds holding CCC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Lake Hills Wealth Management's CCC Position: Q3 2025 in Review

Lake Hills Wealth Management sold out of CCC Intelligent Solutions (CCC) in Q3 2025, closing a stake of 62,932 shares — an estimated $592K sold.

Lake Hills Wealth Management first reported a position in CCC in Q2 2025 and held it in 1 quarter. The position peaked at $592K in Q2 2025. 354 funds tracked by Wall St. Rank hold CCC as of Q3 2025.

  • Lake Hills Wealth Management reported no remaining CCC Intelligent Solutions position as of Q3 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 62,932 CCC Intelligent Solutions shares in Q3 2025, an estimated $592K.
  • Lake Hills Wealth Management first reported a position in CCC Intelligent Solutions in Q2 2025 and held it in 1 quarter.
  • Lake Hills Wealth Management's CCC Intelligent Solutions position peaked at $592K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2025.

Based on Lake Hills Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.