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Caldwell Investment Management’s Ovintiv OVV Stock Holding History

Caldwell Investment Management’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.12M Buy
+34,900
New +$1.68M 0.83% 18

Other funds holding OVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caldwell Investment Management's OVV Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Ovintiv (OVV) in Q1 2026: 34,900 shares worth $2.12M. The stake represents 0.83% of the portfolio and ranks #18 among its holdings.

610 funds tracked by Wall St. Rank hold OVV as of Q1 2026.

  • Caldwell Investment Management held 34,900 shares of Ovintiv worth $2.12M as of Q1 2026.
  • Ovintiv was a new Caldwell Investment Management position in Q1 2026.
  • Ovintiv made up 0.83% of Caldwell Investment Management's portfolio in Q1 2026, its #18 holding.
  • 610 funds tracked by Wall St. Rank held Ovintiv as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.