Kaufman Rossin Wealth’s Ovintiv OVV Stock Holding History

Kaufman Rossin Wealth’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
2025 Q2	–	Sell	-5,441	Closed	-$233K	–	181
2025 Q1	$233K	Buy	+5,441	New	+$232K	0.17%	120

Other funds holding OVV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kaufman Rossin Wealth's OVV Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Ovintiv (OVV) in Q2 2025, closing a stake of 5,441 shares — an estimated $233K sold.

Kaufman Rossin Wealth first reported a position in OVV in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 534 funds tracked by Wall St. Rank hold OVV as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Ovintiv position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 5,441 Ovintiv shares in Q2 2025, an estimated $233K.
Kaufman Rossin Wealth first reported a position in Ovintiv in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Ovintiv position peaked at $233K in Q1 2025.
534 funds tracked by Wall St. Rank held Ovintiv as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.