CFFP
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Center for Financial Planning’s CareCloud CCLD Stock Holding History

Center for Financial Planning’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
Q1 		$19.7K Hold
5,390
– – ﹤0.01% 418
2025
Q4 		$15.7K Hold
5,390
– – ﹤0.01% 442
2025
Q3 		$17.3K Hold
5,390
– – ﹤0.01% 438
2025
Q2 		$12.7K Hold
5,390
– – ﹤0.01% 442
2025
Q1 		$7.49K Buy
+5,390
New +$15.9K ﹤0.01% 499

Other funds holding CCLD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Center for Financial Planning's CCLD Position: Q1 2026 in Review

Center for Financial Planning held its CareCloud (CCLD) position steady in Q1 2026 at 5,390 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Center for Financial Planning first reported a position in CCLD in Q1 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • Center for Financial Planning held 5,390 shares of CareCloud worth $19.7K as of Q1 2026.
  • Center for Financial Planning left its CareCloud share count unchanged in Q1 2026.
  • CareCloud made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #418 holding.
  • Center for Financial Planning first reported a position in CareCloud in Q1 2025 and has held it in 5 quarters since.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.