SVWAG
CCC

Sound View Wealth Advisors Group’s CCC Intelligent Solutions CCC Stock Holding History

Sound View Wealth Advisors Group’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 		– Sell
-105,000
Closed -$835K – 424
2025
Q4 		$835K Hold
105,000
– – 0.06% 209
2025
Q3 		$957K Sell
105,000
-15,000
-13% -$145K 0.07% 194
2025
Q2 		$1.13M Hold
120,000
– – 0.08% 173
2025
Q1 		$1.08M Hold
120,000
– – 0.09% 165
2024
Q4 		$1.41M Hold
120,000
– – 0.11% 150
2024
Q3 		$1.33M Buy
+120,000
New +$1.29M 0.11% 157

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound View Wealth Advisors Group's CCC Position: Q1 2026 in Review

Sound View Wealth Advisors Group sold out of CCC Intelligent Solutions (CCC) in Q1 2026, closing a stake of 105,000 shares — an estimated $835K sold.

Sound View Wealth Advisors Group first reported a position in CCC in Q3 2024 and held it in 6 quarters. The position peaked at $1.41M in Q4 2024. 376 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Sound View Wealth Advisors Group reported no remaining CCC Intelligent Solutions position as of Q1 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 105,000 CCC Intelligent Solutions shares in Q1 2026, an estimated $835K.
  • Sound View Wealth Advisors Group first reported a position in CCC Intelligent Solutions in Q3 2024 and held it in 6 quarters.
  • Sound View Wealth Advisors Group's CCC Intelligent Solutions position peaked at $1.41M in Q4 2024.
  • 376 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.