Clearstead Advisors’s Clover Health Investments CLOV Stock Holding History

Clearstead 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
2026 Q2	$111	Buy	+21	New	+$71	﹤0.01%	3341
2025 Q4	–	Sell	-1	Closed	-$4	–	2839
2025 Q3	$4	Buy	+1	New	+$3	﹤0.01%	3067
2021 Q4	–	Sell	-100	Closed	-$1K	–	1297
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	1186
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	1127
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	1010
2020 Q4	$2K	Buy	+100	New	+$1.11K	﹤0.01%	878

Other funds holding CLOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's CLOV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Clover Health Investments (CLOV) in Q2 2026: 21 shares worth $111. The stake represents ﹤0.01% of the portfolio and ranks #3341 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CLOV as recently as Q3 2025.

Clearstead Advisors first reported a position in CLOV in Q4 2020 and has held it in 6 quarters since. The position peaked at $2K in Q4 2020. 91 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Clearstead Advisors held 21 shares of Clover Health Investments worth $111 as of Q2 2026.
Clover Health Investments was a new Clearstead Advisors position in Q2 2026.
Clover Health Investments made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3341 holding.
Clearstead Advisors first reported a position in Clover Health Investments in Q4 2020 and has held it in 6 quarters since.
Clearstead Advisors's Clover Health Investments position peaked at $2K in Q4 2020.
91 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.