Wealth Enhancement Advisory Services
CCC icon

Wealth Enhancement Advisory Services’s CCC Intelligent Solutions CCC Stock Holding History

Wealth Enhancement Advisory Services’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 		$456K Buy
69,432
+7,502
+12% +$49.3K ﹤0.01% 2924
2026
Q2 		$367K Sell
61,930
-122,785
-66% -$607K ﹤0.01% 3001
2026
Q1 		$1.01M Buy
184,715
+135,300
+274% +$886K ﹤0.01% 1797
2025
Q4 		$410K Buy
49,415
+2,746
+6% +$22.3K ﹤0.01% 2636
2025
Q3 		$433K Buy
46,669
+3,096
+7% +$29.9K ﹤0.01% 2479
2025
Q2 		$425K Buy
43,573
+3,284
+8% +$29.4K ﹤0.01% 2343
2025
Q1 		$364K Buy
40,289
+1,109
+3% +$11.5K ﹤0.01% 2289
2024
Q4 		$460K Buy
39,180
+213
+0.5% +$2.47K ﹤0.01% 2049
2024
Q3 		$431K Sell
38,967
-550,666
-93% -$5.94M ﹤0.01% 1923
2024
Q2 		$6.55M Buy
589,633
+5,127
+0.9% +$58.4K 0.02% 613
2024
Q1 		$6.99M Sell
584,506
-38,770
-6% -$442K 0.02% 576
2023
Q4 		$7.1M Sell
623,276
-122,753
-16% -$1.43M 0.02% 507
2023
Q3 		$10M Sell
746,029
-94,402
-11% -$1.04M 0.03% 413
2023
Q2 		$9.42M Sell
840,431
-45,000
-5% -$442K 0.1% 95
2023
Q1 		$7.94M Buy
+885,431
New +$7.88M 0.09% 102

Other funds holding CCC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Exane Asset Management
Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's CCC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its CCC Intelligent Solutions (CCC) stake by 12% in Q3 2026, buying an estimated $49.3K and bringing the position to 69,432 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Wealth Enhancement Advisory Services first reported a position in CCC in Q1 2023 and has held it in 15 quarters since. The position peaked at $10M in Q3 2023. 89 funds tracked by Wall St. Rank hold CCC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 69,432 shares of CCC Intelligent Solutions worth $456K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,502 CCC Intelligent Solutions shares in Q3 2026, an estimated $49.3K.
  • CCC Intelligent Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2924 holding.
  • Wealth Enhancement Advisory Services first reported a position in CCC Intelligent Solutions in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's CCC Intelligent Solutions position peaked at $10M in Q3 2023.
  • 89 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.