UCFA
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United Capital Financial Advisors’s CCC Intelligent Solutions CCC Stock Holding History

United Capital Financial 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 		$73.6K Buy
14,269
+187
+1% +$925 ﹤0.01% 1604
2026
Q1 		$84.5K Buy
+14,082
New +$92.2K ﹤0.01% 1604

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 $13.5B AUM 16.58% 1-Year Est. Return

United Capital Financial Advisors's CCC Position: Q2 2026 in Review

United Capital Financial Advisors increased its CCC Intelligent Solutions (CCC) stake by 1.3% in Q2 2026, buying an estimated $925 and bringing the position to 14,269 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

United Capital Financial Advisors first reported a position in CCC in Q1 2026 and has held it in 2 quarters since. The position peaked at $84.5K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • United Capital Financial Advisors held 14,269 shares of CCC Intelligent Solutions worth $73.6K as of Q2 2026.
  • United Capital Financial Advisors bought 187 CCC Intelligent Solutions shares in Q2 2026, an estimated $925.
  • CCC Intelligent Solutions made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1604 holding.
  • United Capital Financial Advisors first reported a position in CCC Intelligent Solutions in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's CCC Intelligent Solutions position peaked at $84.5K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.