Integrated Wealth Concepts’s Clover Health Investments CLOV Stock Holding History

Integrated Wealth Concepts’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	$106K	Buy	20,272 +7,713	+61%	+$26.2K	﹤0.01%	2764
2026 Q1	$22.1K	Buy	+12,559	New	+$27.2K	﹤0.01%	2254
2025 Q2	–	Sell	-10,172	Closed	-$36.5K	–	1914
2025 Q1	$36.5K	Buy	+10,172	New	+$40.8K	﹤0.01%	1707
2024 Q4	–	Sell	-10,079	Closed	-$28.4K	–	1730
2024 Q3	$28.4K	Sell	10,079 -2,500	-20%	-$5.72K	﹤0.01%	1655
2024 Q2	$15.5K	Buy	12,579 +2,507	+25%	+$2.25K	﹤0.01%	1635
2024 Q1	$8K	Buy	+10,072	New	+$9.16K	﹤0.01%	1643

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

Integrated Wealth Concepts's CLOV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Clover Health Investments (CLOV) stake by 61% in Q2 2026, buying an estimated $26.2K and bringing the position to 20,272 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Integrated Wealth Concepts first reported a position in CLOV in Q1 2024 and has held it in 6 quarters since. 225 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Integrated Wealth Concepts held 20,272 shares of Clover Health Investments worth $106K as of Q2 2026.
Integrated Wealth Concepts bought 7,713 Clover Health Investments shares in Q2 2026, an estimated $26.2K.
Clover Health Investments made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2764 holding.
Integrated Wealth Concepts first reported a position in Clover Health Investments in Q1 2024 and has held it in 6 quarters since.
225 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.