WA
CCC

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
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

Principal Financial Group
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Alliance's CCC Position: Q1 2026 in Review

Wealth Alliance opened a new position in CCC Intelligent Solutions (CCC) in Q1 2026: 25,529 shares worth $153K. The stake represents 0.02% of the portfolio and ranks #537 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in CCC as recently as Q3 2025.

Wealth Alliance first reported a position in CCC in Q2 2023 and has held it in 11 quarters since. The position peaked at $225K in Q2 2025. 374 funds tracked by Wall St. Rank hold CCC as of Q1 2026.

  • Wealth Alliance held 25,529 shares of CCC Intelligent Solutions worth $153K as of Q1 2026.
  • CCC Intelligent Solutions was a new Wealth Alliance position in Q1 2026.
  • CCC Intelligent Solutions made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #537 holding.
  • Wealth Alliance first reported a position in CCC Intelligent Solutions in Q2 2023 and has held it in 11 quarters since.
  • Wealth Alliance's CCC Intelligent Solutions position peaked at $225K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.