Forum Financial Management’s Clover Health Investments CLOV Stock Holding History

Forum Financial Management’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	$126K	Hold	24,118	–	–	﹤0.01%	334
2026 Q1	$42.4K	Sell	24,118 -16,080	-40%	-$34.9K	﹤0.01%	323
2025 Q4	$94.5K	Buy	40,198 +2,961	+8%	+$8.09K	﹤0.01%	995
2025 Q3	$114K	Buy	37,237 +2,990	+9%	+$8.54K	﹤0.01%	992
2025 Q2	$95.5K	Buy	34,247 +18,170	+113%	+$59.7K	﹤0.01%	934
2025 Q1	$57.7K	Hold	16,077	–	–	﹤0.01%	858
2024 Q4	$50.6K	Hold	16,077	–	–	﹤0.01%	885
2024 Q3	$45.3K	Buy	16,077 +4,061	+34%	+$9.3K	﹤0.01%	763
2024 Q2	$14.8K	Hold	12,016	–	–	﹤0.01%	714
2024 Q1	$9.54K	Hold	12,016	–	–	﹤0.01%	741
2023 Q4	$11.4K	Hold	12,016	–	–	﹤0.01%	687
2023 Q3	$13K	Hold	12,016	–	–	﹤0.01%	640
2023 Q2	$10.8K	Hold	12,016	–	–	﹤0.01%	659
2023 Q1	$10.2K	Hold	12,016	–	–	﹤0.01%	620
2022 Q4	$11.2K	Sell	12,016 -150	-1%	-$200	﹤0.01%	594
2022 Q3	$21K	Hold	12,166	–	–	﹤0.01%	540
2022 Q2	$26K	Hold	12,166	–	–	﹤0.01%	573
2022 Q1	$43K	Buy	+12,166	New	+$35.3K	﹤0.01%	606

Other funds holding CLOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's CLOV Position: Q2 2026 in Review

Forum Financial Management held its Clover Health Investments (CLOV) position steady in Q2 2026 at 24,118 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Forum Financial Management first reported a position in CLOV in Q1 2022 and has held it in 18 quarters since. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Forum Financial Management held 24,118 shares of Clover Health Investments worth $126K as of Q2 2026.
Forum Financial Management left its Clover Health Investments share count unchanged in Q2 2026.
Clover Health Investments made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #334 holding.
Forum Financial Management first reported a position in Clover Health Investments in Q1 2022 and has held it in 18 quarters since.
226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.