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Strategic Family Wealth Counselors’s Clover Health Investments CLOV Stock Holding History

Strategic Family Wealth Counselors’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 		$64.3K Hold
12,263
– – 0.01% 175
2026
Q1 		$21.6K Hold
12,263
– – 0.01% 162
2025
Q4 		$31.8K Hold
12,263
– – 0.01% 216
2025
Q3 		$37.5K Hold
12,263
– – 0.01% 159
2025
Q2 		$34.2K Hold
12,263
– – 0.01% 147
2025
Q1 		$44K Hold
12,263
– – 0.01% 137
2024
Q4 		$38.6K Hold
12,263
– – 0.01% 137
2024
Q3 		$34.6K Hold
12,263
– – 0.01% 133
2024
Q2 		$15.1K Hold
12,263
– – 0.01% 124
2024
Q1 		$9.74K Hold
12,263
– – ﹤0.01% 118
2023
Q4 		$11.7K Hold
12,263
– – ﹤0.01% 117
2023
Q3 		$13.2K Hold
12,263
– – 0.01% 110
2023
Q2 		$11K Hold
12,263
– – 0.01% 109
2023
Q1 		$10.4K Hold
12,263
– – ﹤0.01% 107
2022
Q4 		$11.4K Hold
12,263
– – 0.01% 106
2022
Q3 		$21K Hold
12,263
– – 0.01% 92
2022
Q2 		$26K Hold
12,263
– – 0.01% 96
2022
Q1 		$44K Hold
12,263
– – 0.02% 100
2021
Q4 		$46K Hold
12,263
– – 0.01% 103
2021
Q3 		$91K Buy
+12,263
New +$105K 0.03% 96

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

Strategic Family Wealth Counselors's CLOV Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its Clover Health Investments (CLOV) position steady in Q2 2026 at 12,263 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #175.

Strategic Family Wealth Counselors first reported a position in CLOV in Q3 2021 and has held it in 20 quarters since. The position peaked at $91K in Q3 2021. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Strategic Family Wealth Counselors held 12,263 shares of Clover Health Investments worth $64.3K as of Q2 2026.
  • Strategic Family Wealth Counselors left its Clover Health Investments share count unchanged in Q2 2026.
  • Clover Health Investments made up 0.01% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #175 holding.
  • Strategic Family Wealth Counselors first reported a position in Clover Health Investments in Q3 2021 and has held it in 20 quarters since.
  • Strategic Family Wealth Counselors's Clover Health Investments position peaked at $91K in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.