LPL Financial
CLOV icon

LPL Financial’s Clover Health Investments CLOV Stock Holding History

LPL Financial’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
Q3 		$313K Sell
72,544
-1,198
-2% -$5.37K ﹤0.01% 5493
2026
Q2 		$386K Buy
73,742
+10,250
+16% +$34.8K ﹤0.01% 5258
2026
Q1 		$112K Sell
63,492
-2,998
-5% -$6.5K ﹤0.01% 5652
2025
Q4 		$156K Sell
66,490
-18,103
-21% -$49.5K ﹤0.01% 5517
2025
Q3 		$259K Buy
84,593
+62,630
+285% +$179K ﹤0.01% 5168
2025
Q2 		$61.3K Buy
21,963
+1,048
+5% +$3.44K ﹤0.01% 5341
2025
Q1 		$75.1K Buy
20,915
+789
+4% +$3.17K ﹤0.01% 5092
2024
Q4 		$63.4K Buy
20,126
+2,149
+12% +$7.68K ﹤0.01% 5078
2024
Q3 		$50.7K Buy
17,977
+5,961
+50% +$13.6K ﹤0.01% 4996
2024
Q2 		$14.8K Buy
+12,016
New +$10.8K ﹤0.01% 4951
2022
Q4 		– Sell
-12,402
Closed -$21K – 4469
2022
Q3 		$21K Buy
12,402
+1,093
+10% +$2.86K ﹤0.01% 4322
2022
Q2 		$24K Sell
11,309
-1,300
-10% -$3.46K ﹤0.01% 4322
2022
Q1 		$45K Buy
+12,609
New +$36.6K ﹤0.01% 4059

Other funds holding CLOV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial's CLOV Position: Q3 2026 in Review

LPL Financial reduced its Clover Health Investments (CLOV) stake by 1.6% in Q3 2026, selling an estimated $5.37K and leaving 72,544 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #5493.

LPL Financial first reported a position in CLOV in Q1 2022 and has held it in 13 quarters since. The position peaked at $386K in Q2 2026. 176 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

  • LPL Financial held 72,544 shares of Clover Health Investments worth $313K as of Q3 2026.
  • LPL Financial sold 1,198 Clover Health Investments shares in Q3 2026, an estimated $5.37K.
  • Clover Health Investments made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5493 holding.
  • LPL Financial first reported a position in Clover Health Investments in Q1 2022 and has held it in 13 quarters since.
  • LPL Financial's Clover Health Investments position peaked at $386K in Q2 2026.
  • 176 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.