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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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
RA
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
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 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. 13 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.
  • 13 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.