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Clarity Wealth Advisors’s Clover Health Investments CLOV Stock Holding History

Clarity Wealth Advisors’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
-10,000
Closed -$30.6K – 113
2025
Q3 		$30.6K Hold
10,000
– – 0.01% 99
2025
Q2 		$27.9K Buy
+10,000
New +$32.9K 0.01% 98

Other funds holding CLOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarity Wealth Advisors's CLOV Position: Q4 2025 in Review

Clarity Wealth Advisors sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 10,000 shares — an estimated $30.6K sold.

Clarity Wealth Advisors first reported a position in CLOV in Q2 2025 and held it in 2 quarters. The position peaked at $30.6K in Q3 2025. 192 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

  • Clarity Wealth Advisors reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
  • Clarity Wealth Advisors sold 10,000 Clover Health Investments shares in Q4 2025, an estimated $30.6K.
  • Clarity Wealth Advisors first reported a position in Clover Health Investments in Q2 2025 and held it in 2 quarters.
  • Clarity Wealth Advisors's Clover Health Investments position peaked at $30.6K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on Clarity Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.