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

TRB 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
Q2 		$72.1K Hold
13,765
– – 0.01% 289
2026
Q1 		$24.2K Buy
+13,765
New +$29.9K ﹤0.01% 284

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

TRB Wealth Management's CLOV Position: Q2 2026 in Review

TRB Wealth Management held its Clover Health Investments (CLOV) position steady in Q2 2026 at 13,765 shares worth $72.1K. The position accounts for 0.01% of the portfolio, ranked #289.

TRB Wealth Management first reported a position in CLOV in Q1 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • TRB Wealth Management held 13,765 shares of Clover Health Investments worth $72.1K as of Q2 2026.
  • TRB Wealth Management left its Clover Health Investments share count unchanged in Q2 2026.
  • Clover Health Investments made up 0.01% of TRB Wealth Management's portfolio in Q2 2026, its #289 holding.
  • TRB Wealth Management first reported a position in Clover Health Investments in Q1 2026 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.