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 Q2	$517K	Buy	98,686 +36,027	+57%	+$122K	﹤0.01%	3152
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's CLOV Position: Q2 2026 in Review

Creative Planning increased its Clover Health Investments (CLOV) stake by 57% in Q2 2026, buying an estimated $122K and bringing the position to 98,686 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Creative Planning first reported a position in CLOV in Q1 2021 and has held it in 8 quarters since. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Creative Planning held 98,686 shares of Clover Health Investments worth $517K as of Q2 2026.
Creative Planning bought 36,027 Clover Health Investments shares in Q2 2026, an estimated $122K.
Clover Health Investments made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3152 holding.
Creative Planning first reported a position in Clover Health Investments in Q1 2021 and has held it in 8 quarters since.
226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.