Vision Financial Markets’s Clover Health Investments CLOV Stock Holding History

Vision Financial Markets’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	$1.35K	Hold	250	–	–	﹤0.01%	345
2026 Q1	$440	Hold	250	–	–	﹤0.01%	380
2025 Q4	$588	Hold	250	–	–	﹤0.01%	357
2025 Q3	$765	Hold	250	–	–	﹤0.01%	379
2025 Q2	$698	Hold	250	–	–	﹤0.01%	380
2025 Q1	$898	Buy	+250	New	+$1K	﹤0.01%	359

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

Vision Financial Markets's CLOV Position: Q2 2026 in Review

Vision Financial Markets held its Clover Health Investments (CLOV) position steady in Q2 2026 at 250 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Vision Financial Markets first reported a position in CLOV in Q1 2025 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

Vision Financial Markets held 250 shares of Clover Health Investments worth $1.35K as of Q2 2026.
Vision Financial Markets left its Clover Health Investments share count unchanged in Q2 2026.
Clover Health Investments made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #345 holding.
Vision Financial Markets first reported a position in Clover Health Investments in Q1 2025 and has held it in 6 quarters since.
227 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.