Physician Wealth Advisors
CCC icon

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
Q3 		$1.47K Hold
221
– – ﹤0.01% 1733
2026
Q2 		$1.14K Buy
+221
New +$1.09K ﹤0.01% 1777

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

Physician Wealth Advisors's CCC Position: Q3 2026 in Review

Physician Wealth Advisors held its CCC Intelligent Solutions (CCC) position steady in Q3 2026 at 221 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Physician Wealth Advisors first reported a position in CCC in Q2 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

  • Physician Wealth Advisors held 221 shares of CCC Intelligent Solutions worth $1.47K as of Q3 2026.
  • Physician Wealth Advisors left its CCC Intelligent Solutions share count unchanged in Q3 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1733 holding.
  • Physician Wealth Advisors first reported a position in CCC Intelligent Solutions in Q2 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.