Perigon Wealth Management
CLOV icon

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
Q3 		$50.4K Hold
11,700
– – ﹤0.01% 1454
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

Farther Finance Advisors
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Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Perigon Wealth Management's CLOV Position: Q3 2026 in Review

Perigon Wealth Management held its Clover Health Investments (CLOV) position steady in Q3 2026 at 11,700 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Perigon Wealth Management first reported a position in CLOV in Q1 2025 and has held it in 7 quarters since. The position peaked at $61.3K in Q2 2026. 33 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

  • Perigon Wealth Management held 11,700 shares of Clover Health Investments worth $50.4K as of Q3 2026.
  • Perigon Wealth Management left its Clover Health Investments share count unchanged in Q3 2026.
  • Clover Health Investments made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1454 holding.
  • Perigon Wealth Management first reported a position in Clover Health Investments in Q1 2025 and has held it in 7 quarters since.
  • Perigon Wealth Management's Clover Health Investments position peaked at $61.3K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.