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CCC

Root Financial Partners’s CCC Intelligent Solutions CCC Stock Holding History

Root Financial Partners’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 		– Sell
-4,858
Closed -$29.1K – 878
2026
Q1 		$29.1K Buy
4,858
+4,644
+2,170% +$30.4K ﹤0.01% 1133
2025
Q4 		$1.7K Sell
214
-356
-62% -$2.9K ﹤0.01% 2012
2025
Q3 		$5.19K Buy
+570
New +$5.51K ﹤0.01% 1710

Other funds holding CCC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Root Financial Partners's CCC Position: Q2 2026 in Review

Root Financial Partners sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 4,858 shares — an estimated $29.1K sold.

Root Financial Partners first reported a position in CCC in Q3 2025 and held it in 3 quarters. The position peaked at $29.1K in Q1 2026. 68 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Root Financial Partners reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4,858 CCC Intelligent Solutions shares in Q2 2026, an estimated $29.1K.
  • Root Financial Partners first reported a position in CCC Intelligent Solutions in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CCC Intelligent Solutions position peaked at $29.1K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.