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SHP Wealth Management’s Clover Health Investments CLOV Stock Holding History

SHP 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 		– Sell
-10
Closed -$24 – 1836
2025
Q4 		$24 Buy
+10
New +$27 ﹤0.01% 1543

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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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 $202B AUM 37.79% 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

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

SHP Wealth Management sold out of Clover Health Investments (CLOV) in Q1 2026, closing a stake of 10 shares — an estimated $24 sold.

SHP Wealth Management first reported a position in CLOV in Q4 2025 and held it in 1 quarter. The position peaked at $24 in Q4 2025. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

  • SHP Wealth Management reported no remaining Clover Health Investments position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 10 Clover Health Investments shares in Q1 2026, an estimated $24.
  • SHP Wealth Management first reported a position in Clover Health Investments in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Clover Health Investments position peaked at $24 in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.