Kestra Advisory Services, LLC
Position in CLOV — Clover Health Investments, Corp. /De
CIK 1830819
AUSTIN, TX
Position in CLOV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$66,647
+$41,622 QoQ
Shares Held
12,719
-10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 224 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Kestra Advisory Services, LLC holds $77,299,071 across 9 Healthcare Plans names. CLOV ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
128,838 | $53,548,937 | |
| 2 | CVS |
CVS HEALTH Corp
|
79,149 | $8,187,964 | |
| 3 | CI |
Cigna Group
|
27,280 | $7,520,550 | |
| 4 | ELV |
Elevance Health, Inc.
|
8,553 | $3,307,701 | |
| 5 | CNC |
Centene Corp
|
46,469 | $2,982,845 | |
| 6 | HUM |
Humana Inc
|
2,033 | $807,548 | |
| 7 | OSCR |
Oscar Health, Inc.
|
19,680 | $561,273 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
1,380 | $315,606 |
All Filings in CLOV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,647 | 12,719 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $25,025 | 14,219 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $33,675 | 14,330 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,130 | 15,729 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,827 | 12,483 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $41,644 | 11,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,620 | 11,943 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||