Ritholtz Wealth Management’s CoreCard CCRD Stock Holding History

Ritholtz Wealth Management’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,077	Closed	-$406K	–	1129
2025 Q3	$406K	Buy	15,077 +1,619	+12%	+$44.8K	0.01%	741
2025 Q2	$390K	Buy	+13,458	New	+$316K	0.01%	712

Ritholtz Wealth Management's CCRD Position: Q4 2025 in Review

Ritholtz Wealth Management sold out of CoreCard (CCRD) in Q4 2025, closing a stake of 15,077 shares — an estimated $406K sold.

Ritholtz Wealth Management first reported a position in CCRD in Q2 2025 and held it in 2 quarters. The position peaked at $406K in Q3 2025. 0 funds tracked by Wall St. Rank hold CCRD as of Q4 2025.

Ritholtz Wealth Management reported no remaining CoreCard position as of Q4 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 15,077 CoreCard shares in Q4 2025, an estimated $406K.
Ritholtz Wealth Management first reported a position in CoreCard in Q2 2025 and held it in 2 quarters.
Ritholtz Wealth Management's CoreCard position peaked at $406K in Q3 2025.
0 funds tracked by Wall St. Rank held CoreCard as of Q4 2025.

Based on Ritholtz Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.