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Rothschild Investment LLC’s Clover Health Investments CLOV Stock Holding History

Rothschild Investment LLC’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 		$2.4K Sell
458
-144
-24% -$489 ﹤0.01% 2683
2026
Q1 		$1.06K Buy
602
+187
+45% +$406 ﹤0.01% 2845
2025
Q4 		$975 Buy
415
+235
+131% +$642 ﹤0.01% 2687
2025
Q3 		$551 Sell
180
-685
-79% -$1.96K ﹤0.01% 2800
2025
Q2 		$2.41K Buy
+865
New +$2.84K ﹤0.01% 1939

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's CLOV Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Clover Health Investments (CLOV) stake by 24% in Q2 2026, selling an estimated $489 and leaving 458 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Rothschild Investment LLC first reported a position in CLOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.41K in Q2 2025. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Rothschild Investment LLC held 458 shares of Clover Health Investments worth $2.4K as of Q2 2026.
  • Rothschild Investment LLC sold 144 Clover Health Investments shares in Q2 2026, an estimated $489.
  • Clover Health Investments made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2683 holding.
  • Rothschild Investment LLC first reported a position in Clover Health Investments in Q2 2025 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Clover Health Investments position peaked at $2.41K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.