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 Q2	$1.15M	Hold	220,000	–	–	0.06%	152
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's CLOV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its Clover Health Investments (CLOV) position steady in Q2 2026 at 220,000 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #152.

Turtle Creek Wealth Advisors first reported a position in CLOV in Q4 2023 and has held it in 11 quarters since. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Turtle Creek Wealth Advisors held 220,000 shares of Clover Health Investments worth $1.15M as of Q2 2026.
Turtle Creek Wealth Advisors left its Clover Health Investments share count unchanged in Q2 2026.
Clover Health Investments made up 0.06% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Turtle Creek Wealth Advisors first reported a position in Clover Health Investments in Q4 2023 and has held it in 11 quarters since.
226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.