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
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 $6.73T 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 $3.37T AUM 44.26% 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

LPL Financial's CLOV Position: Q2 2026 in Review

LPL Financial increased its Clover Health Investments (CLOV) stake by 16% in Q2 2026, buying an estimated $34.8K and bringing the position to 73,742 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #5258.

LPL Financial first reported a position in CLOV in Q1 2022 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • LPL Financial held 73,742 shares of Clover Health Investments worth $386K as of Q2 2026.
  • LPL Financial bought 10,250 Clover Health Investments shares in Q2 2026, an estimated $34.8K.
  • Clover Health Investments made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5258 holding.
  • LPL Financial first reported a position in Clover Health Investments in Q1 2022 and has held it in 12 quarters since.
  • 226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.