PWM
CCC

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
Q1 		$76.2K Buy
+12,693
New +$83.1K ﹤0.01% 1272

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

Perigon Wealth Management's CCC Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in CCC Intelligent Solutions (CCC) in Q1 2026: 12,693 shares worth $76.2K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings.

373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Perigon Wealth Management held 12,693 shares of CCC Intelligent Solutions worth $76.2K as of Q1 2026.
  • CCC Intelligent Solutions was a new Perigon Wealth Management position in Q1 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1272 holding.
  • 373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.