PS
CCC

Planning Strategies’s CCC Intelligent Solutions CCC Stock Holding History

Planning Strategies’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 		$341 Buy
+66
New +$326 ﹤0.01% 925

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 $15.3B AUM 25.06% 1-Year Est. Return

Planning Strategies's CCC Position: Q2 2026 in Review

Planning Strategies opened a new position in CCC Intelligent Solutions (CCC) in Q2 2026: 66 shares worth $341. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

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

  • Planning Strategies held 66 shares of CCC Intelligent Solutions worth $341 as of Q2 2026.
  • CCC Intelligent Solutions was a new Planning Strategies position in Q2 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #925 holding.
  • 328 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.