WPA
CCC

Wealth Preservation Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Wealth Preservation 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
Q2 		– Sell
-2,464
Closed -$14.8K – 224
2026
Q1 		$14.8K Buy
+2,464
New +$16.1K 0.01% 354

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 Preservation Advisors's CCC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of CCC Intelligent Solutions (CCC) in Q2 2026, closing a stake of 2,464 shares — an estimated $14.8K sold.

Wealth Preservation Advisors first reported a position in CCC in Q1 2026 and held it in 1 quarter. The position peaked at $14.8K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining CCC Intelligent Solutions position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2,464 CCC Intelligent Solutions shares in Q2 2026, an estimated $14.8K.
  • Wealth Preservation Advisors first reported a position in CCC Intelligent Solutions in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's CCC Intelligent Solutions position peaked at $14.8K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.