SWP
CCC

Strategic Wealth Partners’s CCC Intelligent Solutions CCC Stock Holding History

Strategic Wealth Partners’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 		$1.21K Hold
235
– – ﹤0.01% 1247
2026
Q1 		$1.41K Sell
235
-69
-23% -$452 ﹤0.01% 1199
2025
Q4 		$2.42K Sell
304
-4,388
-94% -$35.7K ﹤0.01% 1178
2025
Q3 		$42.7K Sell
4,692
-2,451
-34% -$23.7K ﹤0.01% 581
2025
Q2 		$67.2K Buy
+7,143
New +$63.9K 0.01% 446
2024
Q4 		$1.08M Buy
98,503
+36,551
+59% +$423K 0.09% 142
2024
Q3 		$685K Buy
+61,952
New +$668K 0.07% 172

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

Strategic Wealth Partners's CCC Position: Q2 2026 in Review

Strategic Wealth Partners held its CCC Intelligent Solutions (CCC) position steady in Q2 2026 at 235 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Strategic Wealth Partners first reported a position in CCC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 354 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Strategic Wealth Partners held 235 shares of CCC Intelligent Solutions worth $1.21K as of Q2 2026.
  • Strategic Wealth Partners left its CCC Intelligent Solutions share count unchanged in Q2 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1247 holding.
  • Strategic Wealth Partners first reported a position in CCC Intelligent Solutions in Q3 2024 and has held it in 7 quarters since.
  • Strategic Wealth Partners's CCC Intelligent Solutions position peaked at $1.08M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.