CoreCap Advisors’s Clover Health Investments CLOV Stock Holding History

CoreCap 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 Q3	$431	Hold	100	–	–	﹤0.01%	2838
2026 Q2	$524	Hold	100	–	–	﹤0.01%	2847
2026 Q1	$176	Hold	100	–	–	﹤0.01%	2772
2025 Q4	$235	Hold	100	–	–	﹤0.01%	2796
2025 Q3	$306	Hold	100	–	–	﹤0.01%	2626
2025 Q2	$279	Hold	100	–	–	﹤0.01%	2583
2025 Q1	$359	Sell	100 -50	-33%	-$201	﹤0.01%	2774
2024 Q4	$472	Buy	150 +50	+50%	+$179	﹤0.01%	2532
2024 Q3	$282	Buy	+100	New	+$229	﹤0.01%	2435
2024 Q2	–	Sell	-100	Closed	-$79	–	1786
2024 Q1	$79	Buy	+100	New	+$91	﹤0.01%	2456
2022 Q4	$1.04K	Buy	+1,120	New	+$1.5K	﹤0.01%	2049
2022 Q3	–	Sell	-1,120	Closed	-$2K	–	804
2022 Q2	$2K	Buy	+1,120	New	+$2.98K	﹤0.01%	1844
2022 Q1	–	Sell	-600	Closed	-$2K	–	819
2021 Q4	$2K	Buy	+600	New	+$3.68K	﹤0.01%	1936

Other funds holding CLOV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

CoreCap Advisors's CLOV Position: Q3 2026 in Review

CoreCap Advisors held its Clover Health Investments (CLOV) position steady in Q3 2026 at 100 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

CoreCap Advisors first reported a position in CLOV in Q4 2021 and has held it in 13 quarters since. The position peaked at $2K in Q2 2022. 30 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

CoreCap Advisors held 100 shares of Clover Health Investments worth $431 as of Q3 2026.
CoreCap Advisors left its Clover Health Investments share count unchanged in Q3 2026.
Clover Health Investments made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2838 holding.
CoreCap Advisors first reported a position in Clover Health Investments in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Clover Health Investments position peaked at $2K in Q2 2022.
30 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.