PWA
CCC

Principia Wealth Advisory’s CCC Intelligent Solutions CCC Stock Holding History

Principia Wealth Advisory’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 		$36 Sell
7
-18
-72% -$89 ﹤0.01% 1062
2026
Q1 		$150 Sell
25
-219
-90% -$1.43K ﹤0.01% 984
2025
Q4 		$1.94K Buy
+244
New +$1.99K ﹤0.01% 477
2025
Q2 		– Sell
-6
Closed -$54 – 957
2025
Q1 		$54 Sell
6
-27
-82% -$280 ﹤0.01% 837
2024
Q4 		$387 Buy
+33
New +$382 ﹤0.01% 618

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

Principia Wealth Advisory's CCC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its CCC Intelligent Solutions (CCC) stake by 72% in Q2 2026, selling an estimated $89 and leaving 7 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Principia Wealth Advisory first reported a position in CCC in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.94K in Q4 2025. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Principia Wealth Advisory held 7 shares of CCC Intelligent Solutions worth $36 as of Q2 2026.
  • Principia Wealth Advisory sold 18 CCC Intelligent Solutions shares in Q2 2026, an estimated $89.
  • CCC Intelligent Solutions made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1062 holding.
  • Principia Wealth Advisory first reported a position in CCC Intelligent Solutions in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's CCC Intelligent Solutions position peaked at $1.94K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.