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Essential Partners’s Clover Health Investments CLOV Stock Holding History

Essential 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 		$540 Buy
103
+48
+87% +$163 ﹤0.01% 2455
2026
Q1 		$97 Buy
55
+48
+686% +$104 ﹤0.01% 2716
2025
Q4 		$16 Buy
+7
New +$19 ﹤0.01% 2728

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

Essential Partners's CLOV Position: Q2 2026 in Review

Essential Partners increased its Clover Health Investments (CLOV) stake by 87% in Q2 2026, buying an estimated $163 and bringing the position to 103 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

Essential Partners first reported a position in CLOV in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Essential Partners held 103 shares of Clover Health Investments worth $540 as of Q2 2026.
  • Essential Partners bought 48 Clover Health Investments shares in Q2 2026, an estimated $163.
  • Clover Health Investments made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2455 holding.
  • Essential Partners first reported a position in Clover Health Investments in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.