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Wealthspire Advisors (New York)’s Clover Health Investments CLOV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-850
Closed -$2.6K – 1380
2025
Q3 		$2.6K Buy
+850
New +$2.43K ﹤0.01% 2533
2021
Q4 		– Sell
-10,478
Closed -$77K – 553
2021
Q3 		$77K Buy
+10,478
New +$89.7K ﹤0.01% 570

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Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s CLOV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 850 shares — an estimated $2.6K sold.

Wealthspire Advisors (New York) first reported a position in CLOV in Q3 2021 and held it in 2 quarters. The position peaked at $77K in Q3 2021. 192 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 850 Clover Health Investments shares in Q4 2025, an estimated $2.6K.
  • Wealthspire Advisors (New York) first reported a position in Clover Health Investments in Q3 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Clover Health Investments position peaked at $77K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.