Creative Planning
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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
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

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

Creative Planning's CCLD Position: Q1 2026 in Review

Creative Planning increased its CareCloud (CCLD) stake by 3.2% in Q1 2026, buying an estimated $6.16K and bringing the position to 68,506 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #3566.

Creative Planning first reported a position in CCLD in Q2 2017 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • Creative Planning held 68,506 shares of CareCloud worth $250K as of Q1 2026.
  • Creative Planning bought 2,156 CareCloud shares in Q1 2026, an estimated $6.16K.
  • CareCloud made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3566 holding.
  • Creative Planning first reported a position in CareCloud in Q2 2017 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.