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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concurrent Investment Advisors's CLOV Position: Q1 2026 in Review

Concurrent Investment Advisors held its Clover Health Investments (CLOV) position steady in Q1 2026 at 16,037 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Concurrent Investment Advisors first reported a position in CLOV in Q3 2024 and has held it in 4 quarters since. The position peaked at $49.1K in Q3 2025. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

  • Concurrent Investment Advisors held 16,037 shares of Clover Health Investments worth $28.2K as of Q1 2026.
  • Concurrent Investment Advisors left its Clover Health Investments share count unchanged in Q1 2026.
  • Clover Health Investments made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1897 holding.
  • Concurrent Investment Advisors first reported a position in Clover Health Investments in Q3 2024 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Clover Health Investments position peaked at $49.1K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.