CFFP
CCLD icon

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
Q2 		$11.4K Hold
5,390
– – ﹤0.01% 486
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

CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Center for Financial Planning's CCLD Position: Q2 2026 in Review

Center for Financial Planning held its CareCloud (CCLD) position steady in Q2 2026 at 5,390 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Center for Financial Planning first reported a position in CCLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.7K in Q1 2026. 3 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Center for Financial Planning held 5,390 shares of CareCloud worth $11.4K as of Q2 2026.
  • Center for Financial Planning left its CareCloud share count unchanged in Q2 2026.
  • CareCloud made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #486 holding.
  • Center for Financial Planning first reported a position in CareCloud in Q1 2025 and has held it in 6 quarters since.
  • Center for Financial Planning's CareCloud position peaked at $19.7K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.