KWM
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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
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

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

Kingsview Wealth Management's CCLD Position: Q1 2026 in Review

Kingsview Wealth Management reduced its CareCloud (CCLD) stake by 2.5% in Q1 2026, selling an estimated $1.92K and leaving 26,000 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Kingsview Wealth Management first reported a position in CCLD in Q1 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • Kingsview Wealth Management held 26,000 shares of CareCloud worth $94.9K as of Q1 2026.
  • Kingsview Wealth Management sold 670 CareCloud shares in Q1 2026, an estimated $1.92K.
  • CareCloud made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1299 holding.
  • Kingsview Wealth Management first reported a position in CareCloud in Q1 2025 and has held it in 5 quarters since.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.