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
Q2 		– Sell
-16,556
Closed -$99.3K – 353
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

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

Marks Group Wealth Management's CCC Position: Q2 2026 in Review

Marks Group Wealth Management sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 16,556 shares — an estimated $99.3K sold.

Marks Group Wealth Management first reported a position in CCC in Q2 2024 and held it in 8 quarters. The position peaked at $146K in Q4 2024. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Marks Group Wealth Management reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 16,556 CCC Intelligent Solutions shares in Q2 2026, an estimated $99.3K.
  • Marks Group Wealth Management first reported a position in CCC Intelligent Solutions in Q2 2024 and held it in 8 quarters.
  • Marks Group Wealth Management's CCC Intelligent Solutions position peaked at $146K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.