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Concurrent Investment Advisors’s Clover Health Investments CLOV Stock Holding History

Concurrent Investment 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 		– Sell
-16,037
Closed -$28.2K – 2121
2026
Q1 		$28.2K Hold
16,037
– – ﹤0.01% 1897
2025
Q4 		$37.7K Hold
16,037
– – ﹤0.01% 1749
2025
Q3 		$49.1K Buy
+16,037
New +$45.8K ﹤0.01% 1448
2024
Q4 		– Sell
-10,095
Closed -$28.5K – 1143
2024
Q3 		$28.5K Buy
+10,095
New +$23.1K ﹤0.01% 1042

Other funds holding CLOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Concurrent Investment Advisors's CLOV Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Clover Health Investments (CLOV) in Q2 2026, closing a stake of 16,037 shares — an estimated $28.2K sold.

Concurrent Investment Advisors first reported a position in CLOV in Q3 2024 and held it in 4 quarters. The position peaked at $49.1K in Q3 2025. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Clover Health Investments position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 16,037 Clover Health Investments shares in Q2 2026, an estimated $28.2K.
  • Concurrent Investment Advisors first reported a position in Clover Health Investments in Q3 2024 and held it in 4 quarters.
  • Concurrent Investment Advisors's Clover Health Investments position peaked at $49.1K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.