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
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

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

Mount Yale Investment Advisors's CCC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its CCC Intelligent Solutions (CCC) stake by 69% in Q1 2026, buying an estimated $85.9K and bringing the position to 32,033 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Mount Yale Investment Advisors first reported a position in CCC in Q3 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Mount Yale Investment Advisors held 32,033 shares of CCC Intelligent Solutions worth $192K as of Q1 2026.
  • Mount Yale Investment Advisors bought 13,112 CCC Intelligent Solutions shares in Q1 2026, an estimated $85.9K.
  • CCC Intelligent Solutions made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1062 holding.
  • Mount Yale Investment Advisors first reported a position in CCC Intelligent Solutions in Q3 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.