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Everhart Financial Group’s Clover Health Investments CLOV Stock Holding History

Everhart Financial Group’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 		$65.7K Hold
12,546
– – ﹤0.01% 473
2026
Q1 		$22.1K Buy
+12,546
New +$27.2K ﹤0.01% 461

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

Everhart Financial Group's CLOV Position: Q2 2026 in Review

Everhart Financial Group held its Clover Health Investments (CLOV) position steady in Q2 2026 at 12,546 shares worth $65.7K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Everhart Financial Group first reported a position in CLOV in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Everhart Financial Group held 12,546 shares of Clover Health Investments worth $65.7K as of Q2 2026.
  • Everhart Financial Group left its Clover Health Investments share count unchanged in Q2 2026.
  • Clover Health Investments made up ﹤0.01% of Everhart Financial Group's portfolio in Q2 2026, its #473 holding.
  • Everhart Financial Group first reported a position in Clover Health Investments in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.