SWM
CCC

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

Spire 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
2025
Q3 		– Sell
-498
Closed -$4.69K – 2378
2025
Q2 		$4.69K Buy
498
+40
+9% +$358 ﹤0.01% 1972
2025
Q1 		$4.14K Buy
+458
New +$4.76K ﹤0.01% 2111
2024
Q3 		– Sell
-161
Closed -$1.79K – 2177
2024
Q2 		$1.79K Sell
161
-31
-16% -$353 ﹤0.01% 2029
2024
Q1 		$2.3K Hold
192
– – ﹤0.01% 2060
2023
Q4 		$2.1K Buy
+192
New +$2.24K ﹤0.01% 2131

Other funds holding CCC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Spire Wealth Management's CCC Position: Q3 2025 in Review

Spire Wealth Management sold out of CCC Intelligent Solutions (CCC) in Q3 2025, closing a stake of 498 shares — an estimated $4.69K sold.

Spire Wealth Management first reported a position in CCC in Q4 2023 and held it in 5 quarters. The position peaked at $4.69K in Q2 2025. 354 funds tracked by Wall St. Rank hold CCC as of Q3 2025.

  • Spire Wealth Management reported no remaining CCC Intelligent Solutions position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 498 CCC Intelligent Solutions shares in Q3 2025, an estimated $4.69K.
  • Spire Wealth Management first reported a position in CCC Intelligent Solutions in Q4 2023 and held it in 5 quarters.
  • Spire Wealth Management's CCC Intelligent Solutions position peaked at $4.69K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.