Optimize Financial’s Ovintiv OVV Stock Holding History

Optimize Financial’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 Q2	–	Sell	-3,478	Closed	-$206K	–	300
2026 Q1	$206K	Buy	+3,478	New	+$168K	0.1%	285

Other funds holding OVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's OVV Position: Q2 2026 in Review

Optimize Financial sold out of Ovintiv (OVV) in Q2 2026, closing a stake of 3,478 shares — an estimated $206K sold.

Optimize Financial first reported a position in OVV in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 595 funds tracked by Wall St. Rank hold OVV as of Q2 2026.

Optimize Financial reported no remaining Ovintiv position as of Q2 2026 after selling out during the quarter.
Optimize Financial sold 3,478 Ovintiv shares in Q2 2026, an estimated $206K.
Optimize Financial first reported a position in Ovintiv in Q1 2026 and held it in 1 quarter.
Optimize Financial's Ovintiv position peaked at $206K in Q1 2026.
595 funds tracked by Wall St. Rank held Ovintiv as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.