Commonwealth Equity Services
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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
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

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

Commonwealth Equity Services's CCLD Position: Q1 2026 in Review

Commonwealth Equity Services reduced its CareCloud (CCLD) stake by 20% in Q1 2026, selling an estimated $18.9K and leaving 26,877 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

Commonwealth Equity Services first reported a position in CCLD in Q4 2021 and has held it in 6 quarters since. The position peaked at $108K in Q3 2025. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • Commonwealth Equity Services held 26,877 shares of CareCloud worth $98.1K as of Q1 2026.
  • Commonwealth Equity Services sold 6,618 CareCloud shares in Q1 2026, an estimated $18.9K.
  • CareCloud made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4140 holding.
  • Commonwealth Equity Services first reported a position in CareCloud in Q4 2021 and has held it in 6 quarters since.
  • Commonwealth Equity Services's CareCloud position peaked at $108K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.