NewEdge Advisors’s CCC Intelligent Solutions CCC Stock Holding History

NewEdge 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	$656K	Buy	109,398 +37,265	+52%	+$244K	﹤0.01%	1780
2025 Q4	$573K	Sell	72,133 -2,376	-3%	-$19.3K	﹤0.01%	1873
2025 Q3	$679K	Buy	74,509 +31,607	+74%	+$306K	﹤0.01%	1637
2025 Q2	$404K	Sell	42,902 -676	-2%	-$6.05K	﹤0.01%	1822
2025 Q1	$394K	Buy	43,578 +17,633	+68%	+$183K	﹤0.01%	1725
2024 Q4	$304K	Buy	25,945 +4,872	+23%	+$56.4K	﹤0.01%	1869
2024 Q3	$233K	Buy	21,073 +2,425	+13%	+$26.2K	﹤0.01%	1933
2024 Q2	$207K	Sell	18,648 -9,593	-34%	-$109K	﹤0.01%	1905
2024 Q1	$338K	Buy	28,241 +4,711	+20%	+$53.7K	﹤0.01%	1579
2023 Q4	$260K	Sell	23,530 -1,152	-5%	-$13.4K	﹤0.01%	1605
2023 Q3	$330K	Buy	24,682 +24,182	+4,836%	+$265K	﹤0.01%	1377
2023 Q2	$5.61K	Hold	500	–	–	﹤0.01%	2775
2023 Q1	$4.49K	Hold	500	–	–	﹤0.01%	2814
2022 Q4	$4	Buy	+500	New	+$4.46K	﹤0.01%	3827

Other funds holding CCC

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's CCC Position: Q1 2026 in Review

NewEdge Advisors increased its CCC Intelligent Solutions (CCC) stake by 52% in Q1 2026, buying an estimated $244K and bringing the position to 109,398 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

NewEdge Advisors first reported a position in CCC in Q4 2022 and has held it in 14 quarters since. The position peaked at $679K in Q3 2025. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

NewEdge Advisors held 109,398 shares of CCC Intelligent Solutions worth $656K as of Q1 2026.
NewEdge Advisors bought 37,265 CCC Intelligent Solutions shares in Q1 2026, an estimated $244K.
CCC Intelligent Solutions made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1780 holding.
NewEdge Advisors first reported a position in CCC Intelligent Solutions in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's CCC Intelligent Solutions position peaked at $679K in Q3 2025.
374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.