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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
Q3 		$444 Hold
103
– – ﹤0.01% 2432
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's CLOV Position: Q3 2026 in Review

Essential Partners held its Clover Health Investments (CLOV) position steady in Q3 2026 at 103 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Essential Partners first reported a position in CLOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $540 in Q2 2026. 17 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

  • Essential Partners held 103 shares of Clover Health Investments worth $444 as of Q3 2026.
  • Essential Partners left its Clover Health Investments share count unchanged in Q3 2026.
  • Clover Health Investments made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2432 holding.
  • Essential Partners first reported a position in Clover Health Investments in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Clover Health Investments position peaked at $540 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.