Creative Planning’s Clover Health Investments CLOV Stock Holding History

Creative Planning’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	$110K	Buy	62,659 +37,030	+144%	+$80.3K	﹤0.01%	3881
2025 Q4	$60.2K	Buy	25,629 +2,833	+12%	+$7.74K	﹤0.01%	3785
2025 Q3	$69.8K	Buy	22,796 +11,644	+104%	+$33.3K	﹤0.01%	3720
2025 Q2	$31.1K	Sell	11,152 -4,977	-31%	-$16.4K	﹤0.01%	3564
2025 Q1	$57.9K	Buy	+16,129	New	+$64.8K	﹤0.01%	3333
2021 Q4	–	Sell	-19,437	Closed	-$144K	–	2108
2021 Q3	$144K	Buy	+19,437	New	+$166K	﹤0.01%	1906
2021 Q2	–	Sell	-15,777	Closed	-$119K	–	2169
2021 Q1	$119K	Buy	+15,777	New	+$178K	﹤0.01%	2219

Other funds holding CLOV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's CLOV Position: Q1 2026 in Review

Creative Planning increased its Clover Health Investments (CLOV) stake by 144% in Q1 2026, buying an estimated $80.3K and bringing the position to 62,659 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #3881.

Creative Planning first reported a position in CLOV in Q1 2021 and has held it in 7 quarters since. The position peaked at $144K in Q3 2021. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

Creative Planning held 62,659 shares of Clover Health Investments worth $110K as of Q1 2026.
Creative Planning bought 37,030 Clover Health Investments shares in Q1 2026, an estimated $80.3K.
Clover Health Investments made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3881 holding.
Creative Planning first reported a position in Clover Health Investments in Q1 2021 and has held it in 7 quarters since.
Creative Planning's Clover Health Investments position peaked at $144K in Q3 2021.
208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.