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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

CCC holding history

CCC Intelligent Solutions Holdings Inc. in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCC overviewAll 13F holders of CCCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of CCC by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−16,556−100.0%Sold outHolders
Q1 202616,556$99.3K<0.1%+1,419+9.4%AddedHolders
Q4 202515,137$120.3K<0.1%00.0%UnchangedHolders
Q3 202515,137$137.9K<0.1%+2,651+21.2%AddedHolders
Q2 202512,486$117.5K<0.1%00.0%UnchangedHolders
Q1 202512,486$112.7K<0.1%00.0%UnchangedHolders
Q4 202412,486$146.5K<0.1%00.0%UnchangedHolders
Q3 202412,486$138.0K<0.1%+1,838+17.3%AddedHolders
Q2 202410,648$118.3K<0.1%+10,648NewHolders