LPL Financial
CCLD icon

LPL Financial’s CareCloud CCLD Stock Holding History

LPL Financial’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 		$79.2K Buy
37,336
+2,750
+8% +$7.11K ﹤0.01% 5955
2026
Q1 		$126K Sell
34,586
-1,534
-4% -$4.38K ﹤0.01% 5623
2025
Q4 		$105K Buy
+36,120
New +$114K ﹤0.01% 5582
2025
Q2 		– Sell
-15,463
Closed -$21.5K – 5573
2025
Q1 		$21.5K Buy
+15,463
New +$45.5K ﹤0.01% 5249

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

LPL Financial's CCLD Position: Q2 2026 in Review

LPL Financial increased its CareCloud (CCLD) stake by 8% in Q2 2026, buying an estimated $7.11K and bringing the position to 37,336 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5955.

LPL Financial first reported a position in CCLD in Q1 2025 and has held it in 4 quarters since. The position peaked at $126K in Q1 2026. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • LPL Financial held 37,336 shares of CareCloud worth $79.2K as of Q2 2026.
  • LPL Financial bought 2,750 CareCloud shares in Q2 2026, an estimated $7.11K.
  • CareCloud made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5955 holding.
  • LPL Financial first reported a position in CareCloud in Q1 2025 and has held it in 4 quarters since.
  • LPL Financial's CareCloud position peaked at $126K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.