TPCW
CCC

TD Private Client Wealth’s CCC Intelligent Solutions CCC Stock Holding History

TD Private Client Wealth’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 		$22.4K Sell
3,731
-2,134
-36% -$14K ﹤0.01% 992
2025
Q4 		$46.6K Sell
5,865
-1,275
-18% -$10.4K ﹤0.01% 890
2025
Q3 		$65K Buy
7,140
+4,326
+154% +$41.8K ﹤0.01% 817
2025
Q2 		$26.5K Buy
2,814
+161
+6% +$1.44K ﹤0.01% 946
2025
Q1 		$24K Sell
2,653
-13
-0.5% -$135 ﹤0.01% 922
2024
Q4 		$31.3K Buy
+2,666
New +$30.9K ﹤0.01% 905

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

TD Private Client Wealth's CCC Position: Q1 2026 in Review

TD Private Client Wealth reduced its CCC Intelligent Solutions (CCC) stake by 36% in Q1 2026, selling an estimated $14K and leaving 3,731 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

TD Private Client Wealth first reported a position in CCC in Q4 2024 and has held it in 6 quarters since. The position peaked at $65K in Q3 2025. 373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • TD Private Client Wealth held 3,731 shares of CCC Intelligent Solutions worth $22.4K as of Q1 2026.
  • TD Private Client Wealth sold 2,134 CCC Intelligent Solutions shares in Q1 2026, an estimated $14K.
  • CCC Intelligent Solutions made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #992 holding.
  • TD Private Client Wealth first reported a position in CCC Intelligent Solutions in Q4 2024 and has held it in 6 quarters since.
  • TD Private Client Wealth's CCC Intelligent Solutions position peaked at $65K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.