MYIA
CCC

Mount Yale Investment Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Mount Yale Investment Advisors’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 		$159K Sell
30,772
-1,261
-4% -$6.24K ﹤0.01% 1163
2026
Q1 		$192K Buy
32,033
+13,112
+69% +$85.9K ﹤0.01% 1062
2025
Q4 		$150K Buy
18,921
+4,219
+29% +$34.3K 0.01% 704
2025
Q3 		$134K Buy
+14,702
New +$142K 0.01% 652

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

Mount Yale Investment Advisors's CCC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its CCC Intelligent Solutions (CCC) stake by 3.9% in Q2 2026, selling an estimated $6.24K and leaving 30,772 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Mount Yale Investment Advisors first reported a position in CCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $192K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Mount Yale Investment Advisors held 30,772 shares of CCC Intelligent Solutions worth $159K as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,261 CCC Intelligent Solutions shares in Q2 2026, an estimated $6.24K.
  • CCC Intelligent Solutions made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1163 holding.
  • Mount Yale Investment Advisors first reported a position in CCC Intelligent Solutions in Q3 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's CCC Intelligent Solutions position peaked at $192K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.