AF
CLOV icon

Allworth Financial’s Clover Health Investments CLOV Stock Holding History

Allworth Financial’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
2026
Q2 		$21.4K Sell
4,084
-7,391
-64% -$25.1K ﹤0.01% 3138
2026
Q1 		$20.2K Buy
11,475
+2,728
+31% +$5.92K ﹤0.01% 3001
2025
Q4 		$20.6K Sell
8,747
-762
-8% -$2.08K ﹤0.01% 2806
2025
Q3 		$29.1K Buy
9,509
+6,527
+219% +$18.6K ﹤0.01% 2480
2025
Q2 		$8.32K Buy
2,982
+1,771
+146% +$5.82K ﹤0.01% 2985
2025
Q1 		$4.2K Buy
1,211
+715
+144% +$2.87K ﹤0.01% 2863
2024
Q4 		$2.14K Buy
496
+85
+21% +$304 ﹤0.01% 3139
2024
Q3 		$1.16K Hold
411
– – ﹤0.01% 3172
2024
Q2 		$670 Buy
411
+111
+37% +$100 ﹤0.01% 3287
2024
Q1 		$239 Hold
300
– – ﹤0.01% 3424
2023
Q4 		$286 Hold
300
– – ﹤0.01% 3246
2023
Q3 		$324 Hold
300
– – ﹤0.01% 3150
2023
Q2 		$270 Hold
300
– – ﹤0.01% 3041
2023
Q1 		$254 Sell
300
-699
-70% -$765 ﹤0.01% 2960
2022
Q4 		$929 Buy
+999
New +$1.33K ﹤0.01% 2499
2021
Q1 		– Sell
-500
Closed -$8K – 1499
2020
Q4 		$8K Buy
+500
New +$5.57K ﹤0.01% 877

Other funds holding CLOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Allworth Financial's CLOV Position: Q2 2026 in Review

Allworth Financial reduced its Clover Health Investments (CLOV) stake by 64% in Q2 2026, selling an estimated $25.1K and leaving 4,084 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Allworth Financial first reported a position in CLOV in Q4 2020 and has held it in 16 quarters since. The position peaked at $29.1K in Q3 2025. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Allworth Financial held 4,084 shares of Clover Health Investments worth $21.4K as of Q2 2026.
  • Allworth Financial sold 7,391 Clover Health Investments shares in Q2 2026, an estimated $25.1K.
  • Clover Health Investments made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3138 holding.
  • Allworth Financial first reported a position in Clover Health Investments in Q4 2020 and has held it in 16 quarters since.
  • Allworth Financial's Clover Health Investments position peaked at $29.1K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.