Commonwealth Equity Services’s CareCloud CCLD Stock Holding History

Commonwealth Equity Services’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	$53.9K	Sell	25,410 -1,467	-5%	-$3.79K	﹤0.01%	4301
2026 Q1	$98.1K	Sell	26,877 -6,618	-20%	-$18.9K	﹤0.01%	4140
2025 Q4	$97.8K	Hold	33,495	–	–	﹤0.01%	4115
2025 Q3	$108K	Buy	33,495 +3,000	+10%	+$8.69K	﹤0.01%	4079
2025 Q2	$72K	Hold	30,495	–	–	﹤0.01%	4114
2025 Q1	$42K	Buy	+30,495	New	+$89.8K	﹤0.01%	4082
2022 Q1	–	Sell	-12,640	Closed	-$79K	–	3718
2021 Q4	$79K	Buy	+12,640	New	+$89.6K	﹤0.01%	3496

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

Commonwealth Equity Services's CCLD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its CareCloud (CCLD) stake by 5.5% in Q2 2026, selling an estimated $3.79K and leaving 25,410 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4301.

Commonwealth Equity Services first reported a position in CCLD in Q4 2021 and has held it in 7 quarters since. The position peaked at $108K in Q3 2025. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

Commonwealth Equity Services held 25,410 shares of CareCloud worth $53.9K as of Q2 2026.
Commonwealth Equity Services sold 1,467 CareCloud shares in Q2 2026, an estimated $3.79K.
CareCloud made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4301 holding.
Commonwealth Equity Services first reported a position in CareCloud in Q4 2021 and has held it in 7 quarters since.
Commonwealth Equity Services's CareCloud position peaked at $108K in Q3 2025.
65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.