KWM
CCLD icon

Kingsview Wealth Management’s CareCloud CCLD Stock Holding History

Kingsview Wealth Management’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 		$55.1K Hold
26,000
– – ﹤0.01% 1402
2026
Q1 		$94.9K Sell
26,000
-670
-3% -$1.92K ﹤0.01% 1299
2025
Q4 		$77.9K Buy
26,670
+670
+3% +$2.12K ﹤0.01% 1219
2025
Q3 		$83.5K Hold
26,000
– – ﹤0.01% 1180
2025
Q2 		$61.4K Hold
26,000
– – ﹤0.01% 1150
2025
Q1 		$36.1K Buy
+26,000
New +$76.6K ﹤0.01% 1078

Other funds holding CCLD

Vanguard Capital Management
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Kingsview Wealth Management's CCLD Position: Q2 2026 in Review

Kingsview Wealth Management held its CareCloud (CCLD) position steady in Q2 2026 at 26,000 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Kingsview Wealth Management first reported a position in CCLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $94.9K in Q1 2026. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • Kingsview Wealth Management held 26,000 shares of CareCloud worth $55.1K as of Q2 2026.
  • Kingsview Wealth Management left its CareCloud share count unchanged in Q2 2026.
  • CareCloud made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1402 holding.
  • Kingsview Wealth Management first reported a position in CareCloud in Q1 2025 and has held it in 6 quarters since.
  • Kingsview Wealth Management's CareCloud position peaked at $94.9K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.