Wealth Enhancement Advisory Services
CLOV icon

Wealth Enhancement Advisory Services’s Clover Health Investments CLOV Stock Holding History

Wealth Enhancement Advisory Services’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 		$105K Buy
22,819
+1,885
+9% +$8.45K ﹤0.01% 3936
2026
Q2 		$92.9K Buy
+20,934
New +$71.1K ﹤0.01% 3814
2026
Q1 		– Sell
-109,033
Closed -$282K – 3633
2025
Q4 		$282K Sell
109,033
-3,159
-3% -$8.63K ﹤0.01% 2978
2025
Q3 		$303K Buy
112,192
+7,520
+7% +$21.5K ﹤0.01% 2785
2025
Q2 		$268K Buy
104,672
+2,228
+2% +$7.32K ﹤0.01% 2731
2025
Q1 		$368K Sell
102,444
-15,744
-13% -$63.2K ﹤0.01% 2281
2024
Q4 		$372K Buy
118,188
+32
+0% +$114 ﹤0.01% 2205
2024
Q3 		$333K Buy
118,156
+20,044
+20% +$45.9K ﹤0.01% 2098
2024
Q2 		$121K Buy
98,112
+34,647
+55% +$31.1K ﹤0.01% 2383
2024
Q1 		$50.4K Buy
63,465
+135
+0.2% +$123 ﹤0.01% 2343
2023
Q4 		$60.3K Buy
63,330
+84
+0.1% +$82 ﹤0.01% 2208
2023
Q3 		$68.3K Buy
+63,246
New +$75.2K ﹤0.01% 2136

Other funds holding CLOV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLOV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Clover Health Investments (CLOV) stake by 9% in Q3 2026, buying an estimated $8.45K and bringing the position to 22,819 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3936.

Wealth Enhancement Advisory Services first reported a position in CLOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $372K in Q4 2024. 115 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 22,819 shares of Clover Health Investments worth $105K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,885 Clover Health Investments shares in Q3 2026, an estimated $8.45K.
  • Clover Health Investments made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3936 holding.
  • Wealth Enhancement Advisory Services first reported a position in Clover Health Investments in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Clover Health Investments position peaked at $372K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.