NewEdge Advisors’s Clover Health Investments CLOV Stock Holding History

NewEdge Advisors’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	$14.1K	Hold	2,700	–	–	﹤0.01%	3453
2026 Q1	$4.75K	Hold	2,700	–	–	﹤0.01%	3608
2025 Q4	$6.35K	Hold	2,700	–	–	﹤0.01%	3610
2025 Q3	$8.26K	Hold	2,700	–	–	﹤0.01%	3384
2025 Q2	$7.53K	Sell	2,700 -40,045	-94%	-$132K	﹤0.01%	3297
2025 Q1	$153K	Sell	42,745 -1,846	-4%	-$7.41K	﹤0.01%	2175
2024 Q4	$140K	Buy	44,591 +42,692	+2,248%	+$153K	﹤0.01%	2181
2024 Q3	$5.35K	Buy	1,899 +999	+111%	+$2.29K	﹤0.01%	3147
2024 Q2	$1.11K	Buy	900 +200	+29%	+$179	﹤0.01%	3450
2024 Q1	$556	Hold	700	–	–	﹤0.01%	3575
2023 Q4	$667	Hold	700	–	–	﹤0.01%	3511
2023 Q3	$756	Buy	700 +550	+367%	+$654	﹤0.01%	3207
2023 Q2	$135	Hold	150	–	–	﹤0.01%	3406
2023 Q1	$127	Hold	150	–	–	﹤0.01%	3333
2022 Q4	$0	Buy	+150	New	+$200	﹤0.01%	4102
2021 Q2	–	Sell	-10,000	Closed	-$76K	–	1142
2021 Q1	$76K	Buy	+10,000	New	+$113K	﹤0.01%	998

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

NewEdge Advisors's CLOV Position: Q2 2026 in Review

NewEdge Advisors held its Clover Health Investments (CLOV) position steady in Q2 2026 at 2,700 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

NewEdge Advisors first reported a position in CLOV in Q1 2021 and has held it in 16 quarters since. The position peaked at $153K in Q1 2025. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

NewEdge Advisors held 2,700 shares of Clover Health Investments worth $14.1K as of Q2 2026.
NewEdge Advisors left its Clover Health Investments share count unchanged in Q2 2026.
Clover Health Investments made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3453 holding.
NewEdge Advisors first reported a position in Clover Health Investments in Q1 2021 and has held it in 16 quarters since.
NewEdge Advisors's Clover Health Investments position peaked at $153K in Q1 2025.
226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.