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 Q2	$271K	Hold	51,624	–	–	0.16%	65
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 $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

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

Palacios Wealth Management held its Clover Health Investments (CLOV) position steady in Q2 2026 at 51,624 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #65.

Palacios Wealth Management first reported a position in CLOV in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Palacios Wealth Management held 51,624 shares of Clover Health Investments worth $271K as of Q2 2026.
Palacios Wealth Management left its Clover Health Investments share count unchanged in Q2 2026.
Clover Health Investments made up 0.16% of Palacios Wealth Management's portfolio in Q2 2026, its #65 holding.
Palacios Wealth Management first reported a position in Clover Health Investments in Q4 2024 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.