Global Retirement Partners’s Clover Health Investments CLOV Stock Holding History

Global Retirement 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 Q2	$103K	Buy	+19,575	New	+$66.5K	﹤0.01%	2048
2025 Q4	$76.8K	Buy	32,675 +31,200	+2,115%	+$85.3K	﹤0.01%	2074
2025 Q3	$4.51K	Sell	1,475 -200	-12%	-$571	﹤0.01%	3013
2025 Q2	$4.67K	Buy	+1,675	New	+$5.51K	﹤0.01%	2936
2024 Q4	$5.28K	Hold	1,675	–	–	﹤0.01%	2656
2024 Q3	$4.72K	Hold	1,675	–	–	﹤0.01%	2584
2024 Q2	$2.06K	Hold	1,675	–	–	﹤0.01%	2952
2024 Q1	$1.33K	Hold	1,675	–	–	﹤0.01%	2890
2023 Q4	$1.6K	Hold	1,675	–	–	﹤0.01%	2755
2023 Q3	$1.76K	Hold	1,675	–	–	﹤0.01%	2581
2023 Q2	$1.5K	Buy	1,675 +75	+5%	+$67	﹤0.01%	2645
2023 Q1	$1.22K	Buy	1,600 +200	+14%	+$219	﹤0.01%	2664
2022 Q4	$1.3K	Hold	1,400	–	–	﹤0.01%	2508
2022 Q3	$2K	Hold	1,400	–	–	﹤0.01%	2205
2022 Q2	$3K	Hold	1,400	–	–	﹤0.01%	2033
2022 Q1	$4K	Buy	+1,400	New	+$4.06K	﹤0.01%	1943
2021 Q4	–	Sell	-2,719	Closed	-$20K	–	497
2021 Q3	$20K	Buy	2,719 +1,719	+172%	+$14.7K	﹤0.01%	1198
2021 Q2	$13K	Sell	1,000 -300	-23%	-$2.95K	﹤0.01%	1312
2021 Q1	$10K	Buy	+1,300	New	+$14.7K	﹤0.01%	1287

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 $3.38T AUM 44.17% 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

Global Retirement Partners's CLOV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Clover Health Investments (CLOV) in Q2 2026: 19,575 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CLOV as recently as Q4 2025.

Global Retirement Partners first reported a position in CLOV in Q1 2021 and has held it in 19 quarters since. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Global Retirement Partners held 19,575 shares of Clover Health Investments worth $103K as of Q2 2026.
Clover Health Investments was a new Global Retirement Partners position in Q2 2026.
Clover Health Investments made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2048 holding.
Global Retirement Partners first reported a position in Clover Health Investments in Q1 2021 and has held it in 19 quarters since.
227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.