Mosaic Family Wealth Partners’s Clover Health Investments CLOV Stock Holding History

Mosaic Family Wealth Partners’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	$145K	Buy	+27,767	New	+$94.3K	0.01%	426

Other funds holding CLOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mosaic Family Wealth Partners's CLOV Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Clover Health Investments (CLOV) in Q2 2026: 27,767 shares worth $145K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings.

225 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Mosaic Family Wealth Partners held 27,767 shares of Clover Health Investments worth $145K as of Q2 2026.
Clover Health Investments was a new Mosaic Family Wealth Partners position in Q2 2026.
Clover Health Investments made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #426 holding.
225 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.