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True Wealth Design’s CCC Intelligent Solutions CCC Stock Holding History

True Wealth Design’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
Q3 		$2.39K Hold
359
– – ﹤0.01% 1611
2026
Q2 		$1.85K Sell
359
-2,535
-88% -$12.5K ﹤0.01% 1714
2026
Q1 		$17.4K Buy
2,894
+2,845
+5,806% +$18.6K ﹤0.01% 768
2025
Q4 		$390 Buy
49
+45
+1,125% +$366 ﹤0.01% 2029
2025
Q3 		$37 Buy
+4
New +$39 ﹤0.01% 2604
2025
Q2 		– Sell
-79
Closed -$714 – 2616
2025
Q1 		$714 Buy
+79
New +$820 ﹤0.01% 1403

Other funds holding CCC

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's CCC Position: Q3 2026 in Review

True Wealth Design held its CCC Intelligent Solutions (CCC) position steady in Q3 2026 at 359 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

True Wealth Design first reported a position in CCC in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.4K in Q1 2026. 16 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

  • True Wealth Design held 359 shares of CCC Intelligent Solutions worth $2.39K as of Q3 2026.
  • True Wealth Design left its CCC Intelligent Solutions share count unchanged in Q3 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1611 holding.
  • True Wealth Design first reported a position in CCC Intelligent Solutions in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's CCC Intelligent Solutions position peaked at $17.4K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.