MA
CCC

Montag & Associates’s CCC Intelligent Solutions CCC Stock Holding History

Montag & Associates’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
2025
Q3 		– Sell
-70
Closed -$663 – 1126
2025
Q2 		$663 Sell
70
-58
-45% -$519 ﹤0.01% 929
2025
Q1 		$1.16K Buy
128
+12
+10% +$125 ﹤0.01% 939
2024
Q4 		$1.36K Hold
116
– – ﹤0.01% 920
2024
Q3 		$1.28K Sell
116
-21
-15% -$227 ﹤0.01% 952
2024
Q2 		$1.52K Hold
137
– – ﹤0.01% 891
2024
Q1 		$1.64K Buy
+137
New +$1.56K ﹤0.01% 875

Other funds holding CCC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Montag & Associates's CCC Position: Q3 2025 in Review

Montag & Associates sold out of CCC Intelligent Solutions (CCC) in Q3 2025, closing a stake of 70 shares — an estimated $663 sold.

Montag & Associates first reported a position in CCC in Q1 2024 and held it in 6 quarters. The position peaked at $1.64K in Q1 2024. 354 funds tracked by Wall St. Rank hold CCC as of Q3 2025.

  • Montag & Associates reported no remaining CCC Intelligent Solutions position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 70 CCC Intelligent Solutions shares in Q3 2025, an estimated $663.
  • Montag & Associates first reported a position in CCC Intelligent Solutions in Q1 2024 and held it in 6 quarters.
  • Montag & Associates's CCC Intelligent Solutions position peaked at $1.64K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.