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 Q1	$84.5K	Buy	+14,082	New	+$92.2K	﹤0.01%	1604

Other funds holding CCC

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's CCC Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in CCC Intelligent Solutions (CCC) in Q1 2026: 14,082 shares worth $84.5K. The stake represents ﹤0.01% of the portfolio and ranks #1604 among its holdings.

373 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

United Capital Financial Advisors held 14,082 shares of CCC Intelligent Solutions worth $84.5K as of Q1 2026.
CCC Intelligent Solutions was a new United Capital Financial Advisors position in Q1 2026.
CCC Intelligent Solutions made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1604 holding.
373 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.