Rise Advisors’s Clover Health Investments CLOV Stock Holding History

Rise 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
2025 Q4	–	Sell	-183	Closed	-$560	–	355
2025 Q3	$560	Buy	+183	New	+$523	﹤0.01%	1388

Other funds holding CLOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's CLOV Position: Q4 2025 in Review

Rise Advisors sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 183 shares — an estimated $560 sold.

Rise Advisors first reported a position in CLOV in Q3 2025 and held it in 1 quarter. The position peaked at $560 in Q3 2025. 193 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

Rise Advisors reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 183 Clover Health Investments shares in Q4 2025, an estimated $560.
Rise Advisors first reported a position in Clover Health Investments in Q3 2025 and held it in 1 quarter.
Rise Advisors's Clover Health Investments position peaked at $560 in Q3 2025.
193 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.