SWP
CLOV icon

SIMA Wealth Partners’s Clover Health Investments CLOV Stock Holding History

SIMA Wealth Partners’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 		$262 Hold
50
– – ﹤0.01% 129
2026
Q1 		$88 Hold
50
– – ﹤0.01% 131
2025
Q4 		$118 Hold
50
– – ﹤0.01% 130
2025
Q3 		$153 Hold
50
– – ﹤0.01% 165
2025
Q2 		$140 Hold
50
– – ﹤0.01% 153
2025
Q1 		$180 Hold
50
– – ﹤0.01% 184
2024
Q4 		$158 Hold
50
– – ﹤0.01% 170
2024
Q3 		$141 Hold
50
– – ﹤0.01% 142
2024
Q2 		$62 Buy
+50
New +$45 ﹤0.01% 171

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 $3.37T AUM 44.26% 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

SIMA Wealth Partners's CLOV Position: Q2 2026 in Review

SIMA Wealth Partners held its Clover Health Investments (CLOV) position steady in Q2 2026 at 50 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #129.

SIMA Wealth Partners first reported a position in CLOV in Q2 2024 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • SIMA Wealth Partners held 50 shares of Clover Health Investments worth $262 as of Q2 2026.
  • SIMA Wealth Partners left its Clover Health Investments share count unchanged in Q2 2026.
  • Clover Health Investments made up ﹤0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • SIMA Wealth Partners first reported a position in Clover Health Investments in Q2 2024 and has held it in 9 quarters since.
  • 223 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.