Perigon Wealth Management
CCC icon

Perigon Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Perigon 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
Q3 		$75.1K Sell
11,269
-1,244
-10% -$8.18K ﹤0.01% 1440
2026
Q2 		$64.6K Sell
12,513
-180
-1% -$890 ﹤0.01% 1415
2026
Q1 		$76.2K Buy
+12,693
New +$83.1K ﹤0.01% 1272

Other funds holding CCC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Exane Asset Management
Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management's CCC Position: Q3 2026 in Review

Perigon Wealth Management reduced its CCC Intelligent Solutions (CCC) stake by 9.9% in Q3 2026, selling an estimated $8.18K and leaving 11,269 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Perigon Wealth Management first reported a position in CCC in Q1 2026 and has held it in 3 quarters since. The position peaked at $76.2K in Q1 2026. 54 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

  • Perigon Wealth Management held 11,269 shares of CCC Intelligent Solutions worth $75.1K as of Q3 2026.
  • Perigon Wealth Management sold 1,244 CCC Intelligent Solutions shares in Q3 2026, an estimated $8.18K.
  • CCC Intelligent Solutions made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1440 holding.
  • Perigon Wealth Management first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 3 quarters since.
  • Perigon Wealth Management's CCC Intelligent Solutions position peaked at $76.2K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.