KESTRA PRIVATE WEALTH SERVICES, LLC

Position in CLOV — Clover Health Investments, Corp. /De

CIK 1649451 AUSTIN, TX

Position in CLOV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,446,276

+$1,403,112 QoQ

Shares Held

276,007

+1025.4% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#47

of 223 holders

Holding Since

Dec 2022

15 quarters on record

Healthcare · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $26,632,192 across 7 Healthcare Plans names. CLOV ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	37,810	$15,714,970
2	CVS	CVS HEALTH Corp	56,489	$5,843,787
3	ELV	Elevance Health, Inc.	3,978	$1,538,411
4	CLOV	Clover Health Investments, Corp. /De This page	276,007	$1,446,276
5	CNC	Centene Corp	14,748	$946,674
6	CI	Cigna Group	2,565	$707,119
7	HUM	Humana Inc	1,095	$434,955

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,446,276	276,007	+1025.4%	Shares	Sole	2026-07-28
2026-03-31	$43,164	24,525	+44.1%	Shares	Sole	2026-04-20
2025-12-31	$40,008	17,025	+9.7%	Shares	Sole	2026-01-29
2025-09-30	$47,506	15,525	-20.5%	Shares	Sole	2025-11-17
2025-06-30	$54,474	19,525	+44.4%	Shares	Sole	2025-08-07
2025-03-31	$48,554	13,525	-41.3%	Shares	Sole	2025-05-05
2024-12-31	$72,528	23,025	+16.7%	Shares	Sole	2025-01-28
2024-09-30	$55,624	19,725	-15.2%	Shares	Sole	2024-11-13
2024-06-30	$28,603	23,255	0.0%	Shares	Sole	2024-08-12
2024-03-31	$18,464	23,255	0.0%	Shares	Sole	2024-05-02
2023-12-31	$22,138	23,255	+56.5%	Shares	Sole	2024-02-05
2023-09-30	$16,043	14,855	-50.0%	Shares	Sole	2023-11-08
2023-06-30	$26,644	29,704	-0.7%	Shares	Sole	2023-08-08
2023-03-31	$25,285	29,924	+25.4%	Shares	Sole	2023-05-12
2022-12-31	$22,200	23,872	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.