Creative Planning
CLOV icon

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
2021
Q2 		– Sell
-1,000
Closed -$1K – 2168
2021
Q1 		$1K Buy
+1,000
New +$11.3K ﹤0.01% 2577

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

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.