OBWP
CVLC icon

O'Brien Wealth Partners’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

O'Brien Wealth Partners’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$23.4M Sell
277,873
-468
-0.2% -$39.1K 3.1% 12
2025
Q3 		$22.8M Sell
278,341
-3,205
-1% -$254K 3.09% 12
2025
Q2 		$21.5M Buy
281,546
+4,136
+1% +$292K 3.38% 11
2025
Q1 		$19.1M Sell
277,410
-2,325
-0.8% -$170K 3.56% 9
2024
Q4 		$20.5M Buy
279,735
+17,954
+7% +$1.32M 3.7% 10
2024
Q3 		$18.8M Sell
261,781
-13,005
-5% -$896K 3.68% 10
2024
Q2 		$18.6M Buy
274,786
+7,151
+3% +$467K 4.19% 9
2024
Q1 		$17.6M Buy
267,635
+31,009
+13% +$1.93M 4.06% 8
2023
Q4 		$14.1M Buy
236,626
+31,303
+15% +$1.74M 3.69% 8
2023
Q3 		$10.9M Buy
205,323
+14,667
+8% +$814K 3.13% 9
2023
Q2 		$10.6M Buy
190,656
+15,506
+9% +$810K 3.12% 9
2023
Q1 		$8.96M Buy
+175,150
New +$8.78M 2.82% 10

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

O'Brien Wealth Partners's CVLC Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.17% in Q4 2025, selling an estimated $39.1K and leaving 277,873 shares worth $23.4M. The position accounts for 3.1% of the portfolio, ranked #12.

O'Brien Wealth Partners first reported a position in CVLC in Q1 2023 and has held it in 12 quarters since. 73 funds tracked by Wall St. Rank hold CVLC as of Q4 2025.

  • O'Brien Wealth Partners held 277,873 shares of Calvert US Large-Cap Core Responsible Index ETF worth $23.4M as of Q4 2025.
  • O'Brien Wealth Partners sold 468 Calvert US Large-Cap Core Responsible Index ETF shares in Q4 2025, an estimated $39.1K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 3.1% of O'Brien Wealth Partners's portfolio in Q4 2025, its #12 holding.
  • O'Brien Wealth Partners first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2023 and has held it in 12 quarters since.
  • 73 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.