CVA Family Office’s Clover Health Investments CLOV Stock Holding History

CVA Family Office’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 Q1	$528	Hold	300	–	–	﹤0.01%	1745
2025 Q4	$705	Hold	300	–	–	﹤0.01%	1156
2025 Q3	$918	Hold	300	–	–	﹤0.01%	1142
2025 Q2	$837	Hold	300	–	–	﹤0.01%	1124
2025 Q1	$1.08K	Hold	300	–	–	﹤0.01%	1093
2024 Q4	$945	Hold	300	–	–	﹤0.01%	1104
2024 Q3	$846	Hold	300	–	–	﹤0.01%	1097
2024 Q2	$369	Hold	300	–	–	﹤0.01%	1256
2024 Q1	$238	Hold	300	–	–	﹤0.01%	1043
2023 Q4	$286	Buy	+300	New	+$295	﹤0.01%	1030
2023 Q3	–	Sell	-300	Closed	-$269	–	365
2023 Q2	$269	Hold	300	–	–	﹤0.01%	998
2023 Q1	$254	Hold	300	–	–	﹤0.01%	969
2022 Q4	$279	Hold	300	–	–	﹤0.01%	924
2022 Q3	$1K	Hold	300	–	–	﹤0.01%	837
2022 Q2	$1K	Hold	300	–	–	﹤0.01%	859
2022 Q1	$1K	Hold	300	–	–	﹤0.01%	910
2021 Q4	$1K	Buy	+300	New	+$1.84K	﹤0.01%	870
2021 Q3	–	Sell	-300	Closed	-$4K	–	458
2021 Q2	$4K	Buy	+300	New	+$2.95K	﹤0.01%	791

Other funds holding CLOV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CVA Family Office's CLOV Position: Q1 2026 in Review

CVA Family Office held its Clover Health Investments (CLOV) position steady in Q1 2026 at 300 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

CVA Family Office first reported a position in CLOV in Q2 2021 and has held it in 18 quarters since. The position peaked at $4K in Q2 2021. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

CVA Family Office held 300 shares of Clover Health Investments worth $528 as of Q1 2026.
CVA Family Office left its Clover Health Investments share count unchanged in Q1 2026.
Clover Health Investments made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1745 holding.
CVA Family Office first reported a position in Clover Health Investments in Q2 2021 and has held it in 18 quarters since.
CVA Family Office's Clover Health Investments position peaked at $4K in Q2 2021.
208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.