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
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

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

Private Wealth Management Group's CCC Position: Q2 2026 in Review

Private Wealth Management Group increased its CCC Intelligent Solutions (CCC) stake by 50% in Q2 2026, buying an estimated $252 and bringing the position to 152 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Private Wealth Management Group first reported a position in CCC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.38K in Q2 2025. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Private Wealth Management Group held 152 shares of CCC Intelligent Solutions worth $785 as of Q2 2026.
  • Private Wealth Management Group bought 51 CCC Intelligent Solutions shares in Q2 2026, an estimated $252.
  • CCC Intelligent Solutions made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1339 holding.
  • Private Wealth Management Group first reported a position in CCC Intelligent Solutions in Q3 2024 and has held it in 7 quarters since.
  • Private Wealth Management Group's CCC Intelligent Solutions position peaked at $3.38K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.