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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
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

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

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

USAdvisors Wealth Management reduced its Clover Health Investments (CLOV) stake by 57% in Q2 2026, selling an estimated $67.9K and leaving 15,000 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #144.

USAdvisors Wealth Management first reported a position in CLOV in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • USAdvisors Wealth Management held 15,000 shares of Clover Health Investments worth $78K as of Q2 2026.
  • USAdvisors Wealth Management sold 20,000 Clover Health Investments shares in Q2 2026, an estimated $67.9K.
  • Clover Health Investments made up 0.02% of USAdvisors Wealth Management's portfolio in Q2 2026, its #144 holding.
  • USAdvisors Wealth Management first reported a position in Clover Health Investments in Q4 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.