SWM
CCC

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

SHP 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 		$1.05K Buy
+175
New +$1.15K ﹤0.01% 1443

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $6.73T AUM 46.02% 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 $7.59B AUM 23.44% 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

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

SHP Wealth Management opened a new position in CCC Intelligent Solutions (CCC) in Q1 2026: 175 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1443 among its holdings.

375 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • SHP Wealth Management held 175 shares of CCC Intelligent Solutions worth $1.05K as of Q1 2026.
  • CCC Intelligent Solutions was a new SHP Wealth Management position in Q1 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1443 holding.
  • 375 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.