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Steward Partners Investment Advisory’s Clover Health Investments CLOV Stock Holding History

Steward Partners Investment Advisory’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 		$6.66K Hold
1,270
– – ﹤0.01% 3868
2026
Q1 		$2.23K Hold
1,270
– – ﹤0.01% 4021
2025
Q4 		$2.98K Hold
1,270
– – ﹤0.01% 3851
2025
Q3 		$3.89K Hold
1,270
– – ﹤0.01% 3732
2025
Q2 		$3.54K Sell
1,270
-400
-24% -$1.31K ﹤0.01% 3590
2025
Q1 		$6K Hold
1,670
– – ﹤0.01% 3319
2024
Q4 		$5.26K Hold
1,670
– – ﹤0.01% 3344
2024
Q3 		$4.71K Hold
1,670
– – ﹤0.01% 3205
2024
Q2 		$2.05K Hold
1,670
– – ﹤0.01% 3282
2024
Q1 		$1.33K Hold
1,670
– – ﹤0.01% 3346
2023
Q4 		$1.59K Hold
1,670
– – ﹤0.01% 3244
2023
Q3 		$1.8K Hold
1,670
– – ﹤0.01% 3095
2023
Q2 		$1.5K Hold
1,670
– – ﹤0.01% 3080
2023
Q1 		$1.41K Buy
1,670
+1,070
+178% +$1.17K ﹤0.01% 3080
2022
Q4 		$558 Hold
600
– – ﹤0.01% 3183
2022
Q3 		$1K Sell
600
-600
-50% -$1.57K ﹤0.01% 3106
2022
Q2 		$3K Hold
1,200
– – ﹤0.01% 2899
2022
Q1 		$4K Buy
1,200
+200
+20% +$580 ﹤0.01% 2938
2021
Q4 		$4K Sell
1,000
-2,350
-70% -$14.4K ﹤0.01% 2871
2021
Q3 		$25K Buy
3,350
+2,000
+148% +$17.1K ﹤0.01% 2212
2021
Q2 		$18K Sell
1,350
-28,400
-95% -$279K ﹤0.01% 5244
2021
Q1 		$225K Buy
+29,750
New +$336K ﹤0.01% 1242
2020
Q4 		– Sell
-100
Closed -$1K – 2891
2020
Q3 		$1K Buy
+100
New +$1.11K ﹤0.01% 2644

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

Steward Partners Investment Advisory's CLOV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Clover Health Investments (CLOV) position steady in Q2 2026 at 1,270 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

Steward Partners Investment Advisory first reported a position in CLOV in Q3 2020 and has held it in 23 quarters since. The position peaked at $225K in Q1 2021. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Steward Partners Investment Advisory held 1,270 shares of Clover Health Investments worth $6.66K as of Q2 2026.
  • Steward Partners Investment Advisory left its Clover Health Investments share count unchanged in Q2 2026.
  • Clover Health Investments made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3868 holding.
  • Steward Partners Investment Advisory first reported a position in Clover Health Investments in Q3 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Clover Health Investments position peaked at $225K in Q1 2021.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.