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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
Q2 		– Sell
-85
Closed -$510 – 4687
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

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 $13.5B AUM 16.58% 1-Year Est. Return

Steward Partners Investment Advisory's CCC Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 85 shares — an estimated $510 sold.

Steward Partners Investment Advisory first reported a position in CCC in Q2 2024 and held it in 7 quarters. The position peaked at $17.3K in Q2 2025. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 85 CCC Intelligent Solutions shares in Q2 2026, an estimated $510.
  • Steward Partners Investment Advisory first reported a position in CCC Intelligent Solutions in Q2 2024 and held it in 7 quarters.
  • Steward Partners Investment Advisory's CCC Intelligent Solutions position peaked at $17.3K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.