Creative Planning’s CareCloud CCLD Stock Holding History

Creative 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	$144K	Sell	67,964 -542	-0.8%	-$1.4K	﹤0.01%	3972
2026 Q1	$250K	Buy	68,506 +2,156	+3%	+$6.16K	﹤0.01%	3566
2025 Q4	$194K	Hold	66,350	–	–	﹤0.01%	3563
2025 Q3	$213K	Hold	66,350	–	–	﹤0.01%	3426
2025 Q2	$157K	Sell	66,350 -3,741	-5%	-$7.11K	﹤0.01%	3314
2025 Q1	$97.4K	Buy	+70,091	New	+$206K	﹤0.01%	3259
2017 Q3	–	Sell	-4,000	Closed	-$6K	–	2167
2017 Q2	$6K	Buy	+4,000	New	+$5.88K	﹤0.01%	3888

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

Creative Planning's CCLD Position: Q2 2026 in Review

Creative Planning reduced its CareCloud (CCLD) stake by 0.79% in Q2 2026, selling an estimated $1.4K and leaving 67,964 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #3972.

Creative Planning first reported a position in CCLD in Q2 2017 and has held it in 7 quarters since. The position peaked at $250K in Q1 2026. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

Creative Planning held 67,964 shares of CareCloud worth $144K as of Q2 2026.
Creative Planning sold 542 CareCloud shares in Q2 2026, an estimated $1.4K.
CareCloud made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3972 holding.
Creative Planning first reported a position in CareCloud in Q2 2017 and has held it in 7 quarters since.
Creative Planning's CareCloud position peaked at $250K in Q1 2026.
65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.