LPL Financial
CCC

LPL Financial’s CCC Intelligent Solutions CCC Stock Holding History

LPL Financial’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 		$991K Buy
165,185
+46,916
+40% +$307K ﹤0.01% 4183
2025
Q4 		$940K Sell
118,269
-54,837
-32% -$446K ﹤0.01% 4134
2025
Q3 		$1.58M Buy
173,106
+30,522
+21% +$295K ﹤0.01% 3547
2025
Q2 		$1.34M Buy
142,584
+22,920
+19% +$205K ﹤0.01% 3483
2025
Q1 		$1.08M Sell
119,664
-36,913
-24% -$383K ﹤0.01% 3494
2024
Q4 		$1.84M Buy
156,577
+116,474
+290% +$1.35M ﹤0.01% 2938
2024
Q3 		$443K Buy
40,103
+4,784
+14% +$51.6K ﹤0.01% 4104
2024
Q2 		$392K Buy
+35,319
New +$402K ﹤0.01% 4065

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

LPL Financial's CCC Position: Q1 2026 in Review

LPL Financial increased its CCC Intelligent Solutions (CCC) stake by 40% in Q1 2026, buying an estimated $307K and bringing the position to 165,185 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #4183.

LPL Financial first reported a position in CCC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q4 2024. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • LPL Financial held 165,185 shares of CCC Intelligent Solutions worth $991K as of Q1 2026.
  • LPL Financial bought 46,916 CCC Intelligent Solutions shares in Q1 2026, an estimated $307K.
  • CCC Intelligent Solutions made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4183 holding.
  • LPL Financial first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 8 quarters since.
  • LPL Financial's CCC Intelligent Solutions position peaked at $1.84M in Q4 2024.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.