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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
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.