AssetMark Inc’s CareCloud CCLD Stock Holding History

AssetMark Inc’s Portfolio CCLD Stock Details CCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$155	Hold	73	–	–	﹤0.01%	3446
2026 Q1	$266	Buy	+73	New	+$209	﹤0.01%	3286

Other funds holding CCLD

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

AssetMark Inc's CCLD Position: Q2 2026 in Review

AssetMark Inc held its CareCloud (CCLD) position steady in Q2 2026 at 73 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

AssetMark Inc first reported a position in CCLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $266 in Q1 2026. 10 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

AssetMark Inc held 73 shares of CareCloud worth $155 as of Q2 2026.
AssetMark Inc left its CareCloud share count unchanged in Q2 2026.
CareCloud made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3446 holding.
AssetMark Inc first reported a position in CareCloud in Q1 2026 and has held it in 2 quarters since.
AssetMark Inc's CareCloud position peaked at $266 in Q1 2026.
10 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.