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EverSource Wealth Advisors’s Clover Health Investments CLOV Stock Holding History

EverSource Wealth Advisors’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 		$5.79K Buy
1,104
+458
+71% +$1.55K ﹤0.01% 3215
2026
Q1 		$1.14K Buy
+646
New +$1.4K ﹤0.01% 3810
2025
Q2 		– Sell
-35
Closed -$126 – 4270
2025
Q1 		$126 Buy
+35
New +$141 ﹤0.01% 3784
2024
Q4 		– Sell
-19
Closed -$54 – 3760
2024
Q3 		$54 Sell
19
-573
-97% -$1.31K ﹤0.01% 3002
2024
Q2 		$1.13K Buy
+592
New +$531 ﹤0.01% 2716

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

EverSource Wealth Advisors's CLOV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Clover Health Investments (CLOV) stake by 71% in Q2 2026, buying an estimated $1.55K and bringing the position to 1,104 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

EverSource Wealth Advisors first reported a position in CLOV in Q2 2024 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • EverSource Wealth Advisors held 1,104 shares of Clover Health Investments worth $5.79K as of Q2 2026.
  • EverSource Wealth Advisors bought 458 Clover Health Investments shares in Q2 2026, an estimated $1.55K.
  • Clover Health Investments made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3215 holding.
  • EverSource Wealth Advisors first reported a position in Clover Health Investments in Q2 2024 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.