Commonwealth Equity Services
CLOV icon

Commonwealth Equity Services’s Clover Health Investments CLOV Stock Holding History

Commonwealth Equity Services’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
-26,310
Closed -$81K – 4311
2025
Q3 		$81K Sell
26,310
-5,391
-17% -$15.4K ﹤0.01% 4113
2025
Q2 		$88K Sell
31,701
-24,780
-44% -$81.5K ﹤0.01% 4086
2025
Q1 		$203K Sell
56,481
-32,905
-37% -$132K ﹤0.01% 3830
2024
Q4 		$282K Sell
89,386
-51,534
-37% -$184K ﹤0.01% 3466
2024
Q3 		$397K Sell
140,920
-35,609
-20% -$81.5K ﹤0.01% 3097
2024
Q2 		$217K Sell
176,529
-2,405
-1% -$2.16K ﹤0.01% 3577
2024
Q1 		$142K Sell
178,934
-12,923
-7% -$11.8K ﹤0.01% 3724
2023
Q4 		$183K Buy
191,857
+60
+0% +$59 ﹤0.01% 3542
2023
Q3 		$207K Buy
191,797
+11,588
+6% +$13.8K ﹤0.01% 3352
2023
Q2 		$162K Hold
180,209
– – ﹤0.01% 3467
2023
Q1 		$152K Sell
180,209
-7,185
-4% -$7.87K ﹤0.01% 3405
2022
Q4 		$174K Buy
187,394
+58,173
+45% +$77.6K ﹤0.01% 3281
2022
Q3 		$219K Sell
129,221
-18,745
-13% -$49.1K ﹤0.01% 3089
2022
Q2 		$316K Buy
147,966
+12,233
+9% +$32.5K ﹤0.01% 2792
2022
Q1 		$481K Buy
135,733
+79,200
+140% +$230K ﹤0.01% 2557
2021
Q4 		$210K Buy
56,533
+290
+0.5% +$1.78K ﹤0.01% 3263
2021
Q3 		$415K Buy
56,243
+36,445
+184% +$312K ﹤0.01% 2620
2021
Q2 		$263K Sell
19,798
-7,977
-29% -$78.3K ﹤0.01% 3028
2021
Q1 		$209K Buy
27,775
+15,750
+131% +$178K ﹤0.01% 3088
2020
Q4 		$201K Buy
+12,025
New +$134K ﹤0.01% 2918

Other funds holding CLOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 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 $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services's CLOV Position: Q4 2025 in Review

Commonwealth Equity Services sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 26,310 shares — an estimated $81K sold.

Commonwealth Equity Services first reported a position in CLOV in Q4 2020 and held it in 20 quarters. The position peaked at $481K in Q1 2022. 192 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

  • Commonwealth Equity Services reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 26,310 Clover Health Investments shares in Q4 2025, an estimated $81K.
  • Commonwealth Equity Services first reported a position in Clover Health Investments in Q4 2020 and held it in 20 quarters.
  • Commonwealth Equity Services's Clover Health Investments position peaked at $481K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.