PWMG
CCC

Private Wealth Management Group’s CCC Intelligent Solutions CCC Stock Holding History

Private Wealth Management Group’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
Q1 		$606 Sell
101
-84
-45% -$550 ﹤0.01% 1345
2025
Q4 		$1.47K Sell
185
-174
-48% -$1.42K ﹤0.01% 1172
2025
Q3 		$3.27K Hold
359
– – ﹤0.01% 952
2025
Q2 		$3.38K Buy
+359
New +$3.21K ﹤0.01% 913
2025
Q1 		– Sell
-161
Closed -$1.89K – 1499
2024
Q4 		$1.89K Hold
161
– – ﹤0.01% 1105
2024
Q3 		$1.78K Buy
+161
New +$1.74K ﹤0.01% 1110

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's CCC Position: Q1 2026 in Review

Private Wealth Management Group reduced its CCC Intelligent Solutions (CCC) stake by 45% in Q1 2026, selling an estimated $550 and leaving 101 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Private Wealth Management Group first reported a position in CCC in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.38K in Q2 2025. 373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Private Wealth Management Group held 101 shares of CCC Intelligent Solutions worth $606 as of Q1 2026.
  • Private Wealth Management Group sold 84 CCC Intelligent Solutions shares in Q1 2026, an estimated $550.
  • CCC Intelligent Solutions made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1345 holding.
  • Private Wealth Management Group first reported a position in CCC Intelligent Solutions in Q3 2024 and has held it in 6 quarters since.
  • Private Wealth Management Group's CCC Intelligent Solutions position peaked at $3.38K in Q2 2025.
  • 373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.