LPL Financial
CCC icon

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
Q2 		$812K Sell
157,438
-7,747
-5% -$38.3K ﹤0.01% 4596
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

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

LPL Financial's CCC Position: Q2 2026 in Review

LPL Financial reduced its CCC Intelligent Solutions (CCC) stake by 4.7% in Q2 2026, selling an estimated $38.3K and leaving 157,438 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #4596.

LPL Financial first reported a position in CCC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q4 2024. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • LPL Financial held 157,438 shares of CCC Intelligent Solutions worth $812K as of Q2 2026.
  • LPL Financial sold 7,747 CCC Intelligent Solutions shares in Q2 2026, an estimated $38.3K.
  • CCC Intelligent Solutions made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4596 holding.
  • LPL Financial first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 9 quarters since.
  • LPL Financial's CCC Intelligent Solutions position peaked at $1.84M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.