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 Q2	$10.4K	Sell	2,011 -1,720	-46%	-$8.51K	﹤0.01%	1126
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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

TD Private Client Wealth's CCC Position: Q2 2026 in Review

TD Private Client Wealth reduced its CCC Intelligent Solutions (CCC) stake by 46% in Q2 2026, selling an estimated $8.51K and leaving 2,011 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

TD Private Client Wealth first reported a position in CCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $65K in Q3 2025. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

TD Private Client Wealth held 2,011 shares of CCC Intelligent Solutions worth $10.4K as of Q2 2026.
TD Private Client Wealth sold 1,720 CCC Intelligent Solutions shares in Q2 2026, an estimated $8.51K.
CCC Intelligent Solutions made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1126 holding.
TD Private Client Wealth first reported a position in CCC Intelligent Solutions in Q4 2024 and has held it in 7 quarters since.
TD Private Client Wealth's CCC Intelligent Solutions position peaked at $65K in Q3 2025.
355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.