RWM
CCC

Rialto Wealth Management’s CCC Intelligent Solutions CCC Stock Holding History

Rialto Wealth Management’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 		$6 Buy
+1
New +$7 ﹤0.01% 1729
2025
Q4 		– Sell
-78
Closed -$711 – 1713
2025
Q3 		$711 Buy
78
+66
+550% +$638 ﹤0.01% 1066
2025
Q2 		$113 Buy
+12
New +$107 ﹤0.01% 1510

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

Rialto Wealth Management's CCC Position: Q1 2026 in Review

Rialto Wealth Management opened a new position in CCC Intelligent Solutions (CCC) in Q1 2026: 1 share worth $6. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in CCC as recently as Q3 2025.

Rialto Wealth Management first reported a position in CCC in Q2 2025 and has held it in 3 quarters since. The position peaked at $711 in Q3 2025. 373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Rialto Wealth Management held 1 share of CCC Intelligent Solutions worth $6 as of Q1 2026.
  • CCC Intelligent Solutions was a new Rialto Wealth Management position in Q1 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1729 holding.
  • Rialto Wealth Management first reported a position in CCC Intelligent Solutions in Q2 2025 and has held it in 3 quarters since.
  • Rialto Wealth Management's CCC Intelligent Solutions position peaked at $711 in Q3 2025.
  • 373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.