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
Q2 		$6 Hold
1
– – ﹤0.01% 1933
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

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

Rialto Wealth Management's CCC Position: Q2 2026 in Review

Rialto Wealth Management held its CCC Intelligent Solutions (CCC) position steady in Q2 2026 at 1 share worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Rialto Wealth Management first reported a position in CCC in Q2 2025 and has held it in 4 quarters since. The position peaked at $711 in Q3 2025. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Rialto Wealth Management held 1 share of CCC Intelligent Solutions worth $6 as of Q2 2026.
  • Rialto Wealth Management left its CCC Intelligent Solutions share count unchanged in Q2 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1933 holding.
  • Rialto Wealth Management first reported a position in CCC Intelligent Solutions in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's CCC Intelligent Solutions position peaked at $711 in Q3 2025.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.