SPIA
CCC

Steward Partners Investment Advisory’s CCC Intelligent Solutions CCC Stock Holding History

Steward Partners Investment Advisory’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 		$510 Sell
85
-251
-75% -$1.64K ﹤0.01% 4261
2025
Q4 		$2.67K Buy
336
+1
+0.3% +$8 ﹤0.01% 3879
2025
Q3 		$3.05K Sell
335
-1,500
-82% -$14.5K ﹤0.01% 3799
2025
Q2 		$17.3K Buy
1,835
+85
+5% +$760 ﹤0.01% 2978
2025
Q1 		$15.8K Buy
+1,750
New +$18.2K ﹤0.01% 2906
2024
Q4 		– Sell
-181
Closed -$2K – 3987
2024
Q3 		$2K Buy
181
+134
+285% +$1.45K ﹤0.01% 3436
2024
Q2 		$522 Buy
+47
New +$535 ﹤0.01% 3468

Other funds holding CCC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 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

Steward Partners Investment Advisory's CCC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its CCC Intelligent Solutions (CCC) stake by 75% in Q1 2026, selling an estimated $1.64K and leaving 85 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #4261.

Steward Partners Investment Advisory first reported a position in CCC in Q2 2024 and has held it in 7 quarters since. The position peaked at $17.3K in Q2 2025. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Steward Partners Investment Advisory held 85 shares of CCC Intelligent Solutions worth $510 as of Q1 2026.
  • Steward Partners Investment Advisory sold 251 CCC Intelligent Solutions shares in Q1 2026, an estimated $1.64K.
  • CCC Intelligent Solutions made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4261 holding.
  • Steward Partners Investment Advisory first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's CCC Intelligent Solutions position peaked at $17.3K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.