WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CCC — CCC Intelligent Solutions Holdings Inc.

CIK 1632972 PLYMOUTH, MN

Position in CCC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$319,558

-$788,732 QoQ

Shares Held

61,930

-66.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#172

of 350 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. CCC ranks #73 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	501,815	$49,820,193
2	INTU	Intuit Inc.	161,048	$42,033,528
3	ADP	Automatic Data Processing Inc	175,697	$39,347,343
4	CRM	Salesforce, Inc.	163,367	$25,593,074
5	SNOW	Snowflake Inc.	97,262	$24,753,179
6	ADSK	Autodesk, Inc.	104,658	$20,347,608
7	ADBE	Adobe Inc.	98,678	$20,230,963
8	SHOP	Shopify Inc.	164,440	$18,775,759

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$319,558	61,930	-66.5%	Shares	Sole	2026-07-15
2026-03-31	$1,108,290	184,715	+273.8%	Shares	Sole	2026-04-08
2025-12-31	$392,849	49,415	+5.9%	Shares	Sole	2026-01-08
2025-09-30	$425,154	46,669	+7.1%	Shares	Sole	2025-10-29
2025-06-30	$410,021	43,573	+8.2%	Shares	Sole	2025-07-10
2025-03-31	$363,809	40,289	+2.8%	Shares	Sole	2025-04-16
2024-12-31	$459,581	39,180	+0.5%	Shares	Sole	2025-03-17
2024-09-30	$430,585	38,967	-93.4%	Shares	Sole	2024-10-24
2024-06-30	$6,550,822	589,633	+0.9%	Shares	Sole	2024-07-16
2024-03-31	$6,990,691	584,506	-6.2%	Shares	Sole	2024-04-15
2023-12-31	$7,099,113	623,276	-16.5%	Shares	Sole	2024-01-30
2023-09-30	$9,959,487	746,029	-11.2%	Shares	Sole	2023-11-13
2023-06-30	$9,421,231	840,431	-5.1%	Shares	Sole	2023-07-21
2023-03-31	$7,942,316	885,431	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.