AWM
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Abound Wealth Management’s Clover Health Investments CLOV Stock Holding History

Abound Wealth Management’s Portfolio CLOV Stock Details CLOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33
Closed -$101 – 1448
2025
Q3 		$101 Buy
+33
New +$94 ﹤0.01% 1306

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State Street
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Charles Schwab
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's CLOV Position: Q4 2025 in Review

Abound Wealth Management sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 33 shares — an estimated $101 sold.

Abound Wealth Management first reported a position in CLOV in Q3 2025 and held it in 1 quarter. The position peaked at $101 in Q3 2025. 193 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

  • Abound Wealth Management reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 33 Clover Health Investments shares in Q4 2025, an estimated $101.
  • Abound Wealth Management first reported a position in Clover Health Investments in Q3 2025 and held it in 1 quarter.
  • Abound Wealth Management's Clover Health Investments position peaked at $101 in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.