Wealth Alliance
CCC icon

Wealth Alliance’s CCC Intelligent Solutions CCC Stock Holding History

Wealth Alliance’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 		$152K Buy
+22,762
New +$150K 0.01% 559
2026
Q2 		– Sell
-25,529
Closed -$153K – 589
2026
Q1 		$153K Buy
+25,529
New +$167K 0.02% 537
2025
Q4 		– Sell
-23,609
Closed -$215K – 557
2025
Q3 		$215K Sell
23,609
-331
-1% -$3.2K 0.02% 515
2025
Q2 		$225K Buy
23,940
+8,189
+52% +$73.3K 0.03% 496
2025
Q1 		$142K Buy
15,751
+15
+0.1% +$156 0.02% 501
2024
Q4 		$185K Sell
15,736
-226
-1% -$2.62K 0.02% 480
2024
Q3 		$176K Buy
15,962
+250
+2% +$2.7K 0.02% 504
2024
Q2 		$175K Sell
15,712
-467
-3% -$5.32K 0.02% 493
2024
Q1 		$194K Buy
16,179
+1,384
+9% +$15.8K 0.03% 497
2023
Q4 		$169K Buy
14,795
+2,759
+23% +$32.2K 0.02% 494
2023
Q3 		$161K Buy
12,036
+1,033
+9% +$11.3K 0.03% 471
2023
Q2 		$123K Buy
+11,003
New +$108K 0.02% 494

Other funds holding CCC

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
AKRE Capital Management
AKRE Capital Management Middleburg, Virginia $4.42B AUM 17.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Alliance's CCC Position: Q3 2026 in Review

Wealth Alliance opened a new position in CCC Intelligent Solutions (CCC) in Q3 2026: 22,762 shares worth $152K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in CCC as recently as Q1 2026.

Wealth Alliance first reported a position in CCC in Q2 2023 and has held it in 12 quarters since. The position peaked at $225K in Q2 2025. 292 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

  • Wealth Alliance held 22,762 shares of CCC Intelligent Solutions worth $152K as of Q3 2026.
  • CCC Intelligent Solutions was a new Wealth Alliance position in Q3 2026.
  • CCC Intelligent Solutions made up 0.01% of Wealth Alliance's portfolio in Q3 2026, its #559 holding.
  • Wealth Alliance first reported a position in CCC Intelligent Solutions in Q2 2023 and has held it in 12 quarters since.
  • Wealth Alliance's CCC Intelligent Solutions position peaked at $225K in Q2 2025.
  • 292 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.