NewEdge Advisors’s CareCloud CCLD Stock Holding History

NewEdge Advisors’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	$15.1K	Hold	7,102	–	–	﹤0.01%	3435
2026 Q1	$25.9K	Hold	7,102	–	–	﹤0.01%	3124
2025 Q4	$20.7K	Hold	7,102	–	–	﹤0.01%	3244
2025 Q3	$22.8K	Sell	7,102 -525	-7%	-$1.52K	﹤0.01%	3083
2025 Q2	$18K	Sell	7,627 -764	-9%	-$1.45K	﹤0.01%	2993
2025 Q1	$11.7K	Sell	8,391 -10,181	-55%	-$30K	﹤0.01%	3040
2024 Q4	$68K	Buy	18,572 +556	+3%	+$1.65K	﹤0.01%	2409
2024 Q3	$47.6K	Buy	18,016 +4,583	+34%	+$11K	﹤0.01%	2448
2024 Q2	$25.8K	Buy	13,433 +12,933	+2,587%	+$24.3K	﹤0.01%	2551
2024 Q1	$580	Hold	500	–	–	﹤0.01%	3573
2023 Q4	$760	Hold	500	–	–	﹤0.01%	3498
2023 Q3	$575	Hold	500	–	–	﹤0.01%	3238
2023 Q2	$1.48K	Hold	500	–	–	﹤0.01%	3172
2023 Q1	$1.68K	Hold	500	–	–	﹤0.01%	3076
2022 Q4	$1	Buy	+500	New	+$1.73K	﹤0.01%	3987

Other funds holding CCLD

VCM

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 New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

NewEdge Advisors's CCLD Position: Q2 2026 in Review

NewEdge Advisors held its CareCloud (CCLD) position steady in Q2 2026 at 7,102 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

NewEdge Advisors first reported a position in CCLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $68K in Q4 2024. 61 funds tracked by Wall St. Rank hold CCLD as of Q2 2026.

NewEdge Advisors held 7,102 shares of CareCloud worth $15.1K as of Q2 2026.
NewEdge Advisors left its CareCloud share count unchanged in Q2 2026.
CareCloud made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3435 holding.
NewEdge Advisors first reported a position in CareCloud in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's CareCloud position peaked at $68K in Q4 2024.
61 funds tracked by Wall St. Rank held CareCloud as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.