SAG
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SageView Advisory Group’s Clover Health Investments CLOV Stock Holding History

SageView Advisory Group’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 		– Sell
-1,000
Closed -$2.35K – 942
2025
Q4 		$2.35K Buy
+1,000
New +$2.73K ﹤0.01% 2192

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SageView Advisory Group's CLOV Position: Q1 2026 in Review

SageView Advisory Group sold out of Clover Health Investments (CLOV) in Q1 2026, closing a stake of 1,000 shares — an estimated $2.35K sold.

SageView Advisory Group first reported a position in CLOV in Q4 2025 and held it in 1 quarter. The position peaked at $2.35K in Q4 2025. 209 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

  • SageView Advisory Group reported no remaining Clover Health Investments position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,000 Clover Health Investments shares in Q1 2026, an estimated $2.35K.
  • SageView Advisory Group first reported a position in Clover Health Investments in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Clover Health Investments position peaked at $2.35K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.