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Independent Financial Group’s CareCloud CCLD Stock Holding History

Independent Financial Group’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
2025
Q2 		– Sell
-25,207
Closed -$35K – 1303
2025
Q1 		$35K Buy
+25,207
New +$74.3K ﹤0.01% 1163

Other funds holding CCLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Independent Financial Group's CCLD Position: Q2 2025 in Review

Independent Financial Group sold out of CareCloud (CCLD) in Q2 2025, closing a stake of 25,207 shares — an estimated $35K sold.

Independent Financial Group first reported a position in CCLD in Q1 2025 and held it in 1 quarter. The position peaked at $35K in Q1 2025. 46 funds tracked by Wall St. Rank hold CCLD as of Q2 2025.

  • Independent Financial Group reported no remaining CareCloud position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 25,207 CareCloud shares in Q2 2025, an estimated $35K.
  • Independent Financial Group first reported a position in CareCloud in Q1 2025 and held it in 1 quarter.
  • Independent Financial Group's CareCloud position peaked at $35K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held CareCloud as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.