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Coldstream Capital Management’s Clover Health Investments CLOV Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,198
Closed -$4.3K – 1561
2025
Q1 		$4.3K Buy
+1,198
New +$4.81K ﹤0.01% 2765

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Coldstream Capital Management's CLOV Position: Q2 2025 in Review

Coldstream Capital Management sold out of Clover Health Investments (CLOV) in Q2 2025, closing a stake of 1,198 shares — an estimated $4.3K sold.

Coldstream Capital Management first reported a position in CLOV in Q1 2025 and held it in 1 quarter. The position peaked at $4.3K in Q1 2025. 200 funds tracked by Wall St. Rank hold CLOV as of Q2 2025.

  • Coldstream Capital Management reported no remaining Clover Health Investments position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,198 Clover Health Investments shares in Q2 2025, an estimated $4.3K.
  • Coldstream Capital Management first reported a position in Clover Health Investments in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Clover Health Investments position peaked at $4.3K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.