KAS
CLOV icon

Kestra Advisory Services’s Clover Health Investments CLOV Stock Holding History

Kestra Advisory Services’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
Q1 		$25K Sell
14,219
-111
-0.8% -$241 ﹤0.01% 3087
2025
Q4 		$33.7K Sell
14,330
-1,399
-9% -$3.82K ﹤0.01% 4217
2025
Q3 		$48.1K Buy
15,729
+3,246
+26% +$9.27K ﹤0.01% 2861
2025
Q2 		$34.8K Buy
12,483
+883
+8% +$2.9K ﹤0.01% 2786
2025
Q1 		$41.6K Sell
11,600
-343
-3% -$1.38K ﹤0.01% 2656
2024
Q4 		$37.6K Buy
+11,943
New +$42.7K ﹤0.01% 2621

Other funds holding CLOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Advisory Services's CLOV Position: Q1 2026 in Review

Kestra Advisory Services reduced its Clover Health Investments (CLOV) stake by 0.77% in Q1 2026, selling an estimated $241 and leaving 14,219 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Kestra Advisory Services first reported a position in CLOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.1K in Q3 2025. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

  • Kestra Advisory Services held 14,219 shares of Clover Health Investments worth $25K as of Q1 2026.
  • Kestra Advisory Services sold 111 Clover Health Investments shares in Q1 2026, an estimated $241.
  • Clover Health Investments made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3087 holding.
  • Kestra Advisory Services first reported a position in Clover Health Investments in Q4 2024 and has held it in 6 quarters since.
  • Kestra Advisory Services's Clover Health Investments position peaked at $48.1K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.