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
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% +$7.33K ﹤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

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

Wealth Enhancement Advisory Services's CLOV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Clover Health Investments (CLOV) in Q2 2026: 20,934 shares worth $92.9K. The stake represents ﹤0.01% of the portfolio and ranks #3814 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in CLOV as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in CLOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $372K in Q4 2024. 226 funds tracked by Wall St. Rank hold CLOV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,934 shares of Clover Health Investments worth $92.9K as of Q2 2026.
  • Clover Health Investments was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Clover Health Investments made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3814 holding.
  • Wealth Enhancement Advisory Services first reported a position in Clover Health Investments in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Clover Health Investments position peaked at $372K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Clover Health Investments as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.