MP
CCLD icon

McDonald Partners’s CareCloud CCLD Stock Holding History

McDonald Partners’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 		$232K Buy
109,622
+8,384
+8% +$21.7K 0.06% 211
2026
Q1 		$370K Sell
101,238
-21,501
-18% -$61.4K 0.09% 160
2025
Q4 		$358K Buy
122,739
+1,628
+1% +$5.15K 0.11% 158
2025
Q3 		$389K Hold
121,111
– – 0.12% 160
2025
Q2 		$286K Sell
121,111
-3,494
-3% -$6.64K 0.07% 217
2025
Q1 		$173K Buy
124,605
+98,379
+375% +$290K 0.05% 237
2024
Q4 		$96K Sell
26,226
-1,500
-5% -$4.45K 0.02% 237
2024
Q3 		$73.2K Sell
27,726
-2,500
-8% -$5.98K 0.02% 236
2024
Q2 		$58K Hold
30,226
– – 0.02% 237
2024
Q1 		$35.1K Hold
30,226
– – 0.01% 238
2023
Q4 		$45.9K Hold
30,226
– – 0.01% 226
2023
Q3 		$34.8K Hold
30,226
– – 0.01% 224
2023
Q2 		$89.2K Buy
30,226
+1,000
+3% +$3.17K 0.03% 234
2023
Q1 		$97.9K Sell
29,226
-1,000
-3% -$3.5K 0.03% 228
2022
Q4 		$84.9K Hold
30,226
– – 0.03% 223
2022
Q3 		$126K Hold
30,226
– – 0.05% 211
2022
Q2 		$104K Buy
30,226
+3,700
+14% +$14.7K 0.03% 289
2022
Q1 		$137K Buy
+26,526
New +$145K 0.03% 299
2021
Q4 		– Sell
-20,526
Closed -$156K – 574
2021
Q3 		$156K Hold
20,526
– – 0.04% 293
2021
Q2 		$173K Buy
20,526
+4,500
+28% +$37.4K 0.04% 296
2021
Q1 		$133K Hold
16,026
– – 0.03% 287
2020
Q4 		$145K Buy
+16,026
New +$148K 0.04% 271

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

McDonald Partners's CCLD Position: Q2 2026 in Review

McDonald Partners increased its CareCloud (CCLD) stake by 8.3% in Q2 2026, buying an estimated $21.7K and bringing the position to 109,622 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #211.

McDonald Partners first reported a position in CCLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $389K in Q3 2025. 65 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

  • McDonald Partners held 109,622 shares of CareCloud worth $232K as of Q2 2026.
  • McDonald Partners bought 8,384 CareCloud shares in Q2 2026, an estimated $21.7K.
  • CareCloud made up 0.06% of McDonald Partners's portfolio in Q2 2026, its #211 holding.
  • McDonald Partners first reported a position in CareCloud in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's CareCloud position peaked at $389K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.