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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
Q2 		$1.45M Buy
276,007
+251,482
+1,025% +$854K 0.02% 715
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Private Wealth Services's CLOV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Clover Health Investments (CLOV) stake by 1,025% in Q2 2026, buying an estimated $854K and bringing the position to 276,007 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #715.

Kestra Private Wealth Services first reported a position in CLOV in Q4 2022 and has held it in 15 quarters since. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Kestra Private Wealth Services held 276,007 shares of Clover Health Investments worth $1.45M as of Q2 2026.
  • Kestra Private Wealth Services bought 251,482 Clover Health Investments shares in Q2 2026, an estimated $854K.
  • Clover Health Investments made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #715 holding.
  • Kestra Private Wealth Services first reported a position in Clover Health Investments in Q4 2022 and has held it in 15 quarters since.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.