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
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

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

Wealth Alliance's CCC Position: Q2 2026 in Review

Wealth Alliance sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 25,529 shares — an estimated $153K sold.

Wealth Alliance first reported a position in CCC in Q2 2023 and held it in 11 quarters. The position peaked at $225K in Q2 2025. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Wealth Alliance reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 25,529 CCC Intelligent Solutions shares in Q2 2026, an estimated $153K.
  • Wealth Alliance first reported a position in CCC Intelligent Solutions in Q2 2023 and held it in 11 quarters.
  • Wealth Alliance's CCC Intelligent Solutions position peaked at $225K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.