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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
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

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

McDonald Partners's CCLD Position: Q1 2026 in Review

McDonald Partners reduced its CareCloud (CCLD) stake by 18% in Q1 2026, selling an estimated $61.4K and leaving 101,238 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #160.

McDonald Partners first reported a position in CCLD in Q4 2020 and has held it in 21 quarters since. The position peaked at $389K in Q3 2025. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • McDonald Partners held 101,238 shares of CareCloud worth $370K as of Q1 2026.
  • McDonald Partners sold 21,501 CareCloud shares in Q1 2026, an estimated $61.4K.
  • CareCloud made up 0.09% of McDonald Partners's portfolio in Q1 2026, its #160 holding.
  • McDonald Partners first reported a position in CareCloud in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's CareCloud position peaked at $389K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.