Curated Wealth Partners’s Clover Health Investments CLOV Stock Holding History

Curated Wealth Partners’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	$11.2K	Buy	+10,000	New	+$34K	﹤0.01%	819

Other funds holding CLOV

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Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Curated Wealth Partners's CLOV Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Clover Health Investments (CLOV) in Q2 2026: 10,000 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

11 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Curated Wealth Partners held 10,000 shares of Clover Health Investments worth $11.2K as of Q2 2026.
Clover Health Investments was a new Curated Wealth Partners position in Q2 2026.
Clover Health Investments made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #819 holding.
11 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.