Turtle Creek Wealth Advisors’s Clover Health Investments CLOV Stock Holding History

Turtle Creek Wealth Advisors’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	$387K	Buy	220,000 +50,000	+29%	+$108K	0.03%	271
2025 Q4	$400K	Hold	170,000	–	–	0.03%	254
2025 Q3	$520K	Hold	170,000	–	–	0.05%	207
2025 Q2	$474K	Hold	170,000	–	–	0.06%	174
2025 Q1	$610K	Hold	170,000	–	–	0.09%	100
2024 Q4	$536K	Hold	170,000	–	–	0.12%	65
2024 Q3	$479K	Hold	170,000	–	–	0.1%	104
2024 Q2	$209K	Hold	170,000	–	–	0.05%	150
2024 Q1	$135K	Hold	170,000	–	–	0.03%	154
2023 Q4	$162K	Buy	+170,000	New	+$167K	0.05%	161

Other funds holding CLOV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Turtle Creek Wealth Advisors's CLOV Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Clover Health Investments (CLOV) stake by 29% in Q1 2026, buying an estimated $108K and bringing the position to 220,000 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #271.

Turtle Creek Wealth Advisors first reported a position in CLOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $610K in Q1 2025. 208 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

Turtle Creek Wealth Advisors held 220,000 shares of Clover Health Investments worth $387K as of Q1 2026.
Turtle Creek Wealth Advisors bought 50,000 Clover Health Investments shares in Q1 2026, an estimated $108K.
Clover Health Investments made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #271 holding.
Turtle Creek Wealth Advisors first reported a position in Clover Health Investments in Q4 2023 and has held it in 10 quarters since.
Turtle Creek Wealth Advisors's Clover Health Investments position peaked at $610K in Q1 2025.
208 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.