Lakeshore Financial Planning’s CCC Intelligent Solutions CCC Stock Holding History

Lakeshore Financial Planning’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	$302K	Hold	58,520	–	–	0.1%	65
2026 Q1	$351K	Hold	58,520	–	–	0.13%	53
2025 Q4	$465K	Sell	58,520 -41,100	-41%	-$334K	0.17%	42
2025 Q3	$908K	Hold	99,620	–	–	0.34%	24
2025 Q2	$937K	Hold	99,620	–	–	0.38%	23
2025 Q1	$900K	Hold	99,620	–	–	0.37%	22
2024 Q4	$1.17M	Sell	99,620 -16,700	-14%	-$193K	0.5%	19
2024 Q3	$1.29M	Hold	116,320	–	–	0.57%	19
2024 Q2	$1.29M	Hold	116,320	–	–	0.63%	18
2024 Q1	$1.39M	Hold	116,320	–	–	0.7%	18
2023 Q4	$1.32M	Sell	116,320 -20,000	-15%	-$233K	0.74%	18
2023 Q3	$1.82M	Buy	+136,320	New	+$1.5M	1.04%	16

Other funds holding CCC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Lakeshore Financial Planning's CCC Position: Q2 2026 in Review

Lakeshore Financial Planning held its CCC Intelligent Solutions (CCC) position steady in Q2 2026 at 58,520 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #65.

Lakeshore Financial Planning first reported a position in CCC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q3 2023. 74 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

Lakeshore Financial Planning held 58,520 shares of CCC Intelligent Solutions worth $302K as of Q2 2026.
Lakeshore Financial Planning left its CCC Intelligent Solutions share count unchanged in Q2 2026.
CCC Intelligent Solutions made up 0.1% of Lakeshore Financial Planning's portfolio in Q2 2026, its #65 holding.
Lakeshore Financial Planning first reported a position in CCC Intelligent Solutions in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's CCC Intelligent Solutions position peaked at $1.82M in Q3 2023.
74 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.