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Creative Planning CCC Position History
CCC Intelligent Solutions Holdings Inc. • Technology
Quarters held
8
Latest value
$1.8M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $230K |
| Q3 2025 | $7K |
| Q4 2025 | $398K |
| Q1 2026 | $1.9M |
| Q2 2026 | $101K |
| Q2 2026 | $1M |
| Q3 2026 | $144K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 269.6K | — | — |
| Q3 2026 | $144K | 21.6K | — | — |
| Q2 2026 | $1M | 194.8K | — | — |
| Q2 2026 | $101K | 19.6K | — | — |
| Q1 2026 | $1.9M | 309.0K | — | — |
| Q4 2025 | $398K | 50.1K | — | — |
| Q3 2025 | $7K | 775 | — | — |
| Q3 2025 | $230K | 25.2K | — | — |