KPWS
CLOV icon

Kestra Private Wealth Services’s Clover Health Investments CLOV Stock Holding History

Kestra Private Wealth 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 		$43.2K Buy
24,525
+7,500
+44% +$16.3K ﹤0.01% 1717
2025
Q4 		$40K Buy
17,025
+1,500
+10% +$4.1K ﹤0.01% 1689
2025
Q3 		$47.5K Sell
15,525
-4,000
-20% -$11.4K ﹤0.01% 1637
2025
Q2 		$54.5K Buy
19,525
+6,000
+44% +$19.7K ﹤0.01% 1575
2025
Q1 		$48.6K Sell
13,525
-9,500
-41% -$38.1K ﹤0.01% 1473
2024
Q4 		$72.5K Buy
23,025
+3,300
+17% +$11.8K ﹤0.01% 1376
2024
Q3 		$55.6K Sell
19,725
-3,530
-15% -$8.08K ﹤0.01% 1328
2024
Q2 		$28.6K Hold
23,255
– – ﹤0.01% 1325
2024
Q1 		$18.5K Hold
23,255
– – ﹤0.01% 1287
2023
Q4 		$22.1K Buy
23,255
+8,400
+57% +$8.25K ﹤0.01% 1196
2023
Q3 		$16K Sell
14,855
-14,849
-50% -$17.7K ﹤0.01% 1153
2023
Q2 		$26.6K Sell
29,704
-220
-0.7% -$195 ﹤0.01% 1064
2023
Q1 		$25.3K Buy
29,924
+6,052
+25% +$6.63K ﹤0.01% 1033
2022
Q4 		$22.2K Buy
+23,872
New +$31.9K ﹤0.01% 883

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 Private Wealth Services's CLOV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Clover Health Investments (CLOV) stake by 44% in Q1 2026, buying an estimated $16.3K and bringing the position to 24,525 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Kestra Private Wealth Services first reported a position in CLOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $72.5K in Q4 2024. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

  • Kestra Private Wealth Services held 24,525 shares of Clover Health Investments worth $43.2K as of Q1 2026.
  • Kestra Private Wealth Services bought 7,500 Clover Health Investments shares in Q1 2026, an estimated $16.3K.
  • Clover Health Investments made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1717 holding.
  • Kestra Private Wealth Services first reported a position in Clover Health Investments in Q4 2022 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Clover Health Investments position peaked at $72.5K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.