Carson Wealth (CWM LLC)
CLOV icon

Carson Wealth (CWM LLC)’s Clover Health Investments CLOV Stock Holding History

Carson Wealth (CWM LLC)’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
2021
Q2 		$3K Hold
800
– – ﹤0.01% 2506
2021
Q1 		$3K Hold
800
– – ﹤0.01% 2506
2020
Q4 		$3K Hold
800
– – ﹤0.01% 2506
2020
Q3 		$3K Hold
800
– – ﹤0.01% 2506
2020
Q2 		$3K Buy
+800
New +$8.6K ﹤0.01% 2505

Other funds holding CLOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLOV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Clover Health Investments (CLOV) stake by 100% in Q1 2026, buying an estimated $8.58K and bringing the position to 7,907 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4636.

Carson Wealth (CWM LLC) first reported a position in CLOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $14K in Q3 2025. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,907 shares of Clover Health Investments worth $13.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,955 Clover Health Investments shares in Q1 2026, an estimated $8.58K.
  • Clover Health Investments made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4636 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clover Health Investments in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Clover Health Investments position peaked at $14K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.