Palacios Wealth Management’s Clover Health Investments CLOV Stock Holding History

Palacios 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 Q1	$142K	Hold	51,624	–	–	0.09%	74
2025 Q4	$121K	Hold	51,624	–	–	0.09%	67
2025 Q3	$158K	Buy	51,624 +1,000	+2%	+$2.86K	0.1%	73
2025 Q2	$141K	Buy	50,624 +9,000	+22%	+$29.6K	0.12%	70
2025 Q1	$149K	Hold	41,624	–	–	0.11%	61
2024 Q4	$163K	Buy	+41,624	New	+$149K	0.18%	62

Other funds holding CLOV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palacios Wealth Management's CLOV Position: Q1 2026 in Review

Palacios Wealth Management held its Clover Health Investments (CLOV) position steady in Q1 2026 at 51,624 shares worth $142K. The position accounts for 0.09% of the portfolio, ranked #74.

Palacios Wealth Management first reported a position in CLOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $163K in Q4 2024. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

Palacios Wealth Management held 51,624 shares of Clover Health Investments worth $142K as of Q1 2026.
Palacios Wealth Management left its Clover Health Investments share count unchanged in Q1 2026.
Clover Health Investments made up 0.09% of Palacios Wealth Management's portfolio in Q1 2026, its #74 holding.
Palacios Wealth Management first reported a position in Clover Health Investments in Q4 2024 and has held it in 6 quarters since.
Palacios Wealth Management's Clover Health Investments position peaked at $163K in Q4 2024.
208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.