MGWM
CCC

Marks Group Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Marks Group 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
2026
Q1 		$99.3K Buy
16,556
+1,419
+9% +$9.29K 0.01% 335
2025
Q4 		$120K Hold
15,137
– – 0.01% 329
2025
Q3 		$138K Buy
15,137
+2,651
+21% +$25.6K 0.01% 293
2025
Q2 		$117K Hold
12,486
– – 0.01% 292
2025
Q1 		$113K Hold
12,486
– – 0.01% 297
2024
Q4 		$146K Hold
12,486
– – 0.01% 283
2024
Q3 		$138K Buy
12,486
+1,838
+17% +$19.8K 0.01% 291
2024
Q2 		$118K Buy
+10,648
New +$121K 0.01% 288

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

Marks Group Wealth Management's CCC Position: Q1 2026 in Review

Marks Group Wealth Management increased its CCC Intelligent Solutions (CCC) stake by 9.4% in Q1 2026, buying an estimated $9.29K and bringing the position to 16,556 shares worth $99.3K. The position accounts for 0.01% of the portfolio, ranked #335.

Marks Group Wealth Management first reported a position in CCC in Q2 2024 and has held it in 8 quarters since. The position peaked at $146K in Q4 2024. 373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Marks Group Wealth Management held 16,556 shares of CCC Intelligent Solutions worth $99.3K as of Q1 2026.
  • Marks Group Wealth Management bought 1,419 CCC Intelligent Solutions shares in Q1 2026, an estimated $9.29K.
  • CCC Intelligent Solutions made up 0.01% of Marks Group Wealth Management's portfolio in Q1 2026, its #335 holding.
  • Marks Group Wealth Management first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 8 quarters since.
  • Marks Group Wealth Management's CCC Intelligent Solutions position peaked at $146K in Q4 2024.
  • 373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.