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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PNC Financial Services Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Perigon Wealth Management increased its Clover Health Investments (CLOV) stake by 5.7% in Q1 2026, buying an estimated $1.24K and bringing the position to 10,667 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Perigon Wealth Management first reported a position in CLOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $36.2K in Q1 2025. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

  • Perigon Wealth Management held 10,667 shares of Clover Health Investments worth $18.8K as of Q1 2026.
  • Perigon Wealth Management bought 572 Clover Health Investments shares in Q1 2026, an estimated $1.24K.
  • Clover Health Investments made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1288 holding.
  • Perigon Wealth Management first reported a position in Clover Health Investments in Q1 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Clover Health Investments position peaked at $36.2K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.