Cetera Investment Advisers
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Cetera Investment Advisers’s CareCloud CCLD Stock Holding History

Cetera Investment Advisers’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 		$61.6K Sell
29,056
-4,841
-14% -$12.5K ﹤0.01% 4746
2026
Q1 		$124K Buy
33,897
+2,288
+7% +$6.54K ﹤0.01% 4404
2025
Q4 		$92.3K Hold
31,609
– – ﹤0.01% 4420
2025
Q3 		$101K Hold
31,609
– – ﹤0.01% 4320
2025
Q2 		$74.6K Buy
31,609
+2,254
+8% +$4.29K ﹤0.01% 3930
2025
Q1 		$40.8K Buy
+29,355
New +$86.5K ﹤0.01% 3874

Other funds holding CCLD

VCM
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Cetera Investment Advisers's CCLD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its CareCloud (CCLD) stake by 14% in Q2 2026, selling an estimated $12.5K and leaving 29,056 shares worth $61.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4746.

Cetera Investment Advisers first reported a position in CCLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $124K in Q1 2026. 61 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Cetera Investment Advisers held 29,056 shares of CareCloud worth $61.6K as of Q2 2026.
  • Cetera Investment Advisers sold 4,841 CareCloud shares in Q2 2026, an estimated $12.5K.
  • CareCloud made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4746 holding.
  • Cetera Investment Advisers first reported a position in CareCloud in Q1 2025 and has held it in 6 quarters since.
  • Cetera Investment Advisers's CareCloud position peaked at $124K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.