TPWA
CCC

Twin Peaks Wealth Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Twin Peaks Wealth Advisors’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
-24
Closed -$144 – 551
2026
Q1 		$144 Buy
+24
New +$157 ﹤0.01% 2210

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

Twin Peaks Wealth Advisors's CCC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 24 shares — an estimated $144 sold.

Twin Peaks Wealth Advisors first reported a position in CCC in Q1 2026 and held it in 1 quarter. The position peaked at $144 in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 24 CCC Intelligent Solutions shares in Q2 2026, an estimated $144.
  • Twin Peaks Wealth Advisors first reported a position in CCC Intelligent Solutions in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's CCC Intelligent Solutions position peaked at $144 in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.