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Pinnacle Wealth Planning Services’s CCC Intelligent Solutions CCC Stock Holding History

Pinnacle Wealth Planning Services’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 		$955 Sell
185
-6,685
-97% -$33.1K ﹤0.01% 2586
2026
Q1 		$41.2K Buy
6,870
+6,826
+15,514% +$44.7K ﹤0.01% 1312
2025
Q4 		$350 Buy
+44
New +$358 ﹤0.01% 2674

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's CCC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its CCC Intelligent Solutions (CCC) stake by 97% in Q2 2026, selling an estimated $33.1K and leaving 185 shares worth $955. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Pinnacle Wealth Planning Services first reported a position in CCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.2K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 185 shares of CCC Intelligent Solutions worth $955 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 6,685 CCC Intelligent Solutions shares in Q2 2026, an estimated $33.1K.
  • CCC Intelligent Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2586 holding.
  • Pinnacle Wealth Planning Services first reported a position in CCC Intelligent Solutions in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's CCC Intelligent Solutions position peaked at $41.2K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.