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Ccc Intelligent Solutions Holdings shares owned by Creative Planning

Quarter-by-quarter ownership of Ccc Intelligent Solutions Holdings (CCC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ccc Intelligent Solutions Holdings

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All positions including Ccc Intelligent Solutions Holdings held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ccc Intelligent Solutions Holdings by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 309k 6.00
2025-12-31 $398k 50k 7.95
2025-09-30 $237k 26k 9.11
2025-06-30 $332k 35k 9.41
2024-12-31 $1.7k 147 11.73

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Ccc Intelligent Solutions Holdings

T. Rowe Price Investment Management
Vanguard Group
Principal Financial Group
Vanguard Portfolio Management
BlackRock
Daniel D. Thurber
Vanguard Capital Management
Akre Capital Management
Brown Advisory Holdings Incorporated
PointState Capital
Edmond De Rothschild Holding
Barclays
Van Berkom & Associates
Neuberger Berman Group
Dimensional Fund Advisors

View all funds holding Ccc Intelligent Solutions Holdings