Physician Wealth Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Physician Wealth 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	$1.14K	Buy	+221	New	+$1.09K	﹤0.01%	1777

Other funds holding CCC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Physician Wealth Advisors's CCC Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in CCC Intelligent Solutions (CCC) in Q2 2026: 221 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #1777 among its holdings.

38 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

Physician Wealth Advisors held 221 shares of CCC Intelligent Solutions worth $1.14K as of Q2 2026.
CCC Intelligent Solutions was a new Physician Wealth Advisors position in Q2 2026.
CCC Intelligent Solutions made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1777 holding.
38 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.