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 Q3	$1.01K	Hold	152	–	–	﹤0.01%	1331
2026 Q2	$785	Buy	152 +51	+50%	+$252	﹤0.01%	1339
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Private Wealth Management Group's CCC Position: Q3 2026 in Review

Private Wealth Management Group held its CCC Intelligent Solutions (CCC) position steady in Q3 2026 at 152 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Private Wealth Management Group first reported a position in CCC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.38K in Q2 2025. 41 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

Private Wealth Management Group held 152 shares of CCC Intelligent Solutions worth $1.01K as of Q3 2026.
Private Wealth Management Group left its CCC Intelligent Solutions share count unchanged in Q3 2026.
CCC Intelligent Solutions made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1331 holding.
Private Wealth Management Group first reported a position in CCC Intelligent Solutions in Q3 2024 and has held it in 8 quarters since.
Private Wealth Management Group's CCC Intelligent Solutions position peaked at $3.38K in Q2 2025.
41 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.