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Alteri Wealth’s Clover Health Investments CLOV Stock Holding History

Alteri Wealth’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 		$100K Buy
19,160
+885
+5% +$3K 0.03% 292
2026
Q1 		$32.2K Buy
18,275
+7,398
+68% +$16K 0.01% 292
2025
Q4 		$25.6K Sell
10,877
-416
-4% -$1.14K 0.01% 286
2025
Q3 		$34.6K Buy
11,293
+701
+7% +$2K 0.01% 282
2025
Q2 		$29.6K Buy
+10,592
New +$34.8K 0.01% 271

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 $3.37T AUM 44.26% 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

Alteri Wealth's CLOV Position: Q2 2026 in Review

Alteri Wealth increased its Clover Health Investments (CLOV) stake by 4.8% in Q2 2026, buying an estimated $3K and bringing the position to 19,160 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #292.

Alteri Wealth first reported a position in CLOV in Q2 2025 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Alteri Wealth held 19,160 shares of Clover Health Investments worth $100K as of Q2 2026.
  • Alteri Wealth bought 885 Clover Health Investments shares in Q2 2026, an estimated $3K.
  • Clover Health Investments made up 0.03% of Alteri Wealth's portfolio in Q2 2026, its #292 holding.
  • Alteri Wealth first reported a position in Clover Health Investments in Q2 2025 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.