WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CLOV — Clover Health Investments, Corp. /De
CIK 1632972
PLYMOUTH, MN
Position in CLOV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$109,694
-$146,533 QoQ
Shares Held
20,934
-80.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 224 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $252,694,651 across 11 Healthcare Plans names. CLOV ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
214,789 | $89,272,752 | |
| 2 | CI |
Cigna Group
|
176,905 | $48,769,170 | |
| 3 | CVS |
CVS HEALTH Corp
|
428,345 | $44,312,290 | |
| 4 | CNC |
Centene Corp
|
618,349 | $39,691,822 | |
| 5 | ELV |
Elevance Health, Inc.
|
34,065 | $13,173,957 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
52,673 | $12,046,315 | |
| 7 | HUM |
Humana Inc
|
7,907 | $3,140,818 | |
| 8 | PGNY |
Progyny, Inc.
|
34,126 | $983,852 |
All Filings in CLOV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,694 | 20,934 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $256,227 | 109,033 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $343,307 | 112,192 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $292,034 | 104,672 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $367,773 | 102,444 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $372,292 | 118,188 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $333,199 | 118,156 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $120,677 | 98,112 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $50,391 | 63,465 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $60,290 | 63,330 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $68,305 | 63,246 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||