Physician Wealth Advisors’s Clover Health Investments CLOV Stock Holding History

Physician Wealth Advisors’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	$2.99K	Hold	571	–	–	﹤0.01%	1328
2026 Q1	$1K	Buy	+571	New	+$1.24K	﹤0.01%	1688
2025 Q3	–	Sell	-292	Closed	-$815	–	1931
2025 Q2	$815	Buy	+292	New	+$960	﹤0.01%	1548

Other funds holding CLOV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Physician Wealth Advisors's CLOV Position: Q2 2026 in Review

Physician Wealth Advisors held its Clover Health Investments (CLOV) position steady in Q2 2026 at 571 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Physician Wealth Advisors first reported a position in CLOV in Q2 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Physician Wealth Advisors held 571 shares of Clover Health Investments worth $2.99K as of Q2 2026.
Physician Wealth Advisors left its Clover Health Investments share count unchanged in Q2 2026.
Clover Health Investments made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1328 holding.
Physician Wealth Advisors first reported a position in Clover Health Investments in Q2 2025 and has held it in 3 quarters since.
15 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.