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
Q2 		$944 Buy
183
+8
+5% +$40 ﹤0.01% 1606
2026
Q1 		$1.05K Buy
+175
New +$1.15K ﹤0.01% 1443

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

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

SHP Wealth Management increased its CCC Intelligent Solutions (CCC) stake by 4.6% in Q2 2026, buying an estimated $40 and bringing the position to 183 shares worth $944. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

SHP Wealth Management first reported a position in CCC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.05K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • SHP Wealth Management held 183 shares of CCC Intelligent Solutions worth $944 as of Q2 2026.
  • SHP Wealth Management bought 8 CCC Intelligent Solutions shares in Q2 2026, an estimated $40.
  • CCC Intelligent Solutions made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1606 holding.
  • SHP Wealth Management first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's CCC Intelligent Solutions position peaked at $1.05K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

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