MWM
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Mission Wealth Management’s Clover Health Investments CLOV Stock Holding History

Mission Wealth Management’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 		– Sell
-36,392
Closed -$64K – 1072
2026
Q1 		$64K Hold
36,392
– – ﹤0.01% 720
2025
Q4 		$85.5K Buy
36,392
+10,742
+42% +$29.4K ﹤0.01% 725
2025
Q3 		$78.5K Hold
25,650
– – ﹤0.01% 693
2025
Q2 		$71.6K Hold
25,650
– – ﹤0.01% 674
2025
Q1 		$92.1K Hold
25,650
– – ﹤0.01% 655
2024
Q4 		$80.8K Sell
25,650
-4
-0% -$14 ﹤0.01% 645
2024
Q3 		$72.3K Buy
25,654
+4
+0% +$9 ﹤0.01% 666
2024
Q2 		$31.6K Buy
25,650
+2,723
+12% +$2.44K ﹤0.01% 658
2024
Q1 		$18.2K Hold
22,927
– – ﹤0.01% 677
2023
Q4 		$21.8K Sell
22,927
-100
-0.4% -$98 ﹤0.01% 586
2023
Q3 		$24.9K Hold
23,027
– – ﹤0.01% 545
2023
Q2 		$20.7K Buy
23,027
+3,330
+17% +$2.95K ﹤0.01% 546
2023
Q1 		$16.6K Buy
19,697
+3,022
+18% +$3.31K ﹤0.01% 532
2022
Q4 		$15.5K Buy
16,675
+6,320
+61% +$8.43K ﹤0.01% 517
2022
Q3 		$18K Buy
+10,355
New +$27.1K ﹤0.01% 503

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

Mission Wealth Management's CLOV Position: Q2 2026 in Review

Mission Wealth Management sold out of Clover Health Investments (CLOV) in Q2 2026, closing a stake of 36,392 shares — an estimated $64K sold.

Mission Wealth Management first reported a position in CLOV in Q3 2022 and held it in 15 quarters. The position peaked at $92.1K in Q1 2025. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Mission Wealth Management reported no remaining Clover Health Investments position as of Q2 2026 after selling out during the quarter.
  • Mission Wealth Management sold 36,392 Clover Health Investments shares in Q2 2026, an estimated $64K.
  • Mission Wealth Management first reported a position in Clover Health Investments in Q3 2022 and held it in 15 quarters.
  • Mission Wealth Management's Clover Health Investments position peaked at $92.1K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.