USAdvisors Wealth Management
CLOV icon

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

USAdvisors 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
Q3 		$64K Hold
15,000
– – 0.02% 145
2026
Q2 		$78K Sell
15,000
-20,000
-57% -$67.9K 0.02% 144
2026
Q1 		$60K Buy
35,000
+10,000
+40% +$21.7K 0.02% 137
2025
Q4 		$58K Buy
+25,000
New +$68.3K 0.02% 135

Other funds holding CLOV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

USAdvisors Wealth Management's CLOV Position: Q3 2026 in Review

USAdvisors Wealth Management held its Clover Health Investments (CLOV) position steady in Q3 2026 at 15,000 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #145.

USAdvisors Wealth Management first reported a position in CLOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $78K in Q2 2026. 129 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

  • USAdvisors Wealth Management held 15,000 shares of Clover Health Investments worth $64K as of Q3 2026.
  • USAdvisors Wealth Management left its Clover Health Investments share count unchanged in Q3 2026.
  • Clover Health Investments made up 0.02% of USAdvisors Wealth Management's portfolio in Q3 2026, its #145 holding.
  • USAdvisors Wealth Management first reported a position in Clover Health Investments in Q4 2025 and has held it in 4 quarters since.
  • USAdvisors Wealth Management's Clover Health Investments position peaked at $78K in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.