Clearstead Advisors, LLC
Position in CLOV — Clover Health Investments, Corp. /De
CIK 842775
CLEVELAND, OH
Position in CLOV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$110
+$107 QoQ
Shares Held
21
+2000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 224 holders
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $15,243,852 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
|
13,787 | $5,730,290 | |
| 2 | CVS |
CVS HEALTH Corp
|
38,758 | $4,009,515 | |
| 3 | ELV |
Elevance Health, Inc.
|
7,908 | $3,058,260 | |
| 4 | CI |
Cigna Group
|
6,465 | $1,782,271 | |
| 5 | CNC |
Centene Corp
|
4,169 | $267,608 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
928 | $212,233 | |
| 7 | HUM |
Humana Inc
|
458 | $181,926 | |
| 8 | OSCR |
Oscar Health, Inc.
|
34 | $969 |
All Filings in CLOV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110 | 21 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $3 | 1 | Shares | Sole | 2025-11-10 | |
| 2021-09-30 | $739 | 100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,332 | 100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $756 | 100 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||