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Crewe Advisors’s Clover Health Investments CLOV Stock Holding History

Crewe 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
Q2 		$1.12K Hold
214
– – ﹤0.01% 1044
2026
Q1 		$377 Hold
214
– – ﹤0.01% 1003
2025
Q4 		$503 Buy
214
+164
+328% +$448 ﹤0.01% 1044
2025
Q3 		$153 Hold
50
– – ﹤0.01% 944
2025
Q2 		$140 Hold
50
– – ﹤0.01% 727
2025
Q1 		$180 Hold
50
– – ﹤0.01% 697
2024
Q4 		$158 Buy
+50
New +$179 ﹤0.01% 634

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

Crewe Advisors's CLOV Position: Q2 2026 in Review

Crewe Advisors held its Clover Health Investments (CLOV) position steady in Q2 2026 at 214 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Crewe Advisors first reported a position in CLOV in Q4 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Crewe Advisors held 214 shares of Clover Health Investments worth $1.12K as of Q2 2026.
  • Crewe Advisors left its Clover Health Investments share count unchanged in Q2 2026.
  • Clover Health Investments made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1044 holding.
  • Crewe Advisors first reported a position in Clover Health Investments in Q4 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.