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

Perigon 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 		$61.3K Buy
11,700
+1,033
+10% +$3.51K ﹤0.01% 1417
2026
Q1 		$18.8K Buy
10,667
+572
+6% +$1.24K ﹤0.01% 1288
2025
Q4 		$23.7K Hold
10,095
– – ﹤0.01% 1304
2025
Q3 		$30.9K Hold
10,095
– – ﹤0.01% 1210
2025
Q2 		$28.2K Hold
10,095
– – ﹤0.01% 1051
2025
Q1 		$36.2K Buy
+10,095
New +$40.5K ﹤0.01% 1024

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

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

Perigon Wealth Management increased its Clover Health Investments (CLOV) stake by 9.7% in Q2 2026, buying an estimated $3.51K and bringing the position to 11,700 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Perigon Wealth Management first reported a position in CLOV in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Perigon Wealth Management held 11,700 shares of Clover Health Investments worth $61.3K as of Q2 2026.
  • Perigon Wealth Management bought 1,033 Clover Health Investments shares in Q2 2026, an estimated $3.51K.
  • Clover Health Investments made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1417 holding.
  • Perigon Wealth Management first reported a position in Clover Health Investments in Q1 2025 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.