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
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Principia Wealth Advisory's CCC Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in CCC Intelligent Solutions (CCC) in Q4 2025: 244 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in CCC as recently as Q1 2025.

Principia Wealth Advisory first reported a position in CCC in Q4 2024 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold CCC as of Q4 2025.

  • Principia Wealth Advisory held 244 shares of CCC Intelligent Solutions worth $1.94K as of Q4 2025.
  • CCC Intelligent Solutions was a new Principia Wealth Advisory position in Q4 2025.
  • CCC Intelligent Solutions made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #477 holding.
  • Principia Wealth Advisory first reported a position in CCC Intelligent Solutions in Q4 2024 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.