CAPTRUST Financial Advisors’s CareCloud CCLD Stock Holding History

CAPTRUST Financial Advisors’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	$104K	Hold	49,127	–	–	﹤0.01%	3034
2026 Q1	$179K	Sell	49,127 -1,000	-2%	-$2.86K	﹤0.01%	2714
2025 Q4	$146K	Buy	50,127 +1,000	+2%	+$3.16K	﹤0.01%	2569
2025 Q3	$158K	Buy	+49,127	New	+$142K	﹤0.01%	2463
2022 Q3	–	Sell	-800	Closed	-$3K	–	2377
2022 Q2	$3K	Buy	+800	New	+$3.17K	﹤0.01%	4283
2022 Q1	–	Sell	-800	Closed	-$5K	–	4934
2021 Q4	$5K	Buy	+800	New	+$5.67K	﹤0.01%	4051

Other funds holding CCLD

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

CAPTRUST Financial Advisors's CCLD Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its CareCloud (CCLD) position steady in Q2 2026 at 49,127 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3034.

CAPTRUST Financial Advisors first reported a position in CCLD in Q4 2021 and has held it in 6 quarters since. The position peaked at $179K in Q1 2026. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

CAPTRUST Financial Advisors held 49,127 shares of CareCloud worth $104K as of Q2 2026.
CAPTRUST Financial Advisors left its CareCloud share count unchanged in Q2 2026.
CareCloud made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3034 holding.
CAPTRUST Financial Advisors first reported a position in CareCloud in Q4 2021 and has held it in 6 quarters since.
CAPTRUST Financial Advisors's CareCloud position peaked at $179K in Q1 2026.
65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.