Osaic Holdings
CVLC icon

Osaic Holdings’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Osaic Holdings’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
2026
Q2 		$906K Sell
9,588
-469
-5% -$42.4K ﹤0.01% 3106
2026
Q1 		$805K Buy
10,057
+550
+6% +$46.2K ﹤0.01% 2909
2025
Q4 		$801K Sell
9,507
-370
-4% -$30.9K ﹤0.01% 2903
2025
Q3 		$805K Sell
9,877
-221
-2% -$17.5K ﹤0.01% 3000
2025
Q2 		$773K Buy
10,098
+5,340
+112% +$377K ﹤0.01% 2735
2025
Q1 		$328K Buy
4,758
+2,067
+77% +$151K ﹤0.01% 3227
2024
Q4 		$197K Buy
2,691
+273
+11% +$20.1K ﹤0.01% 3612
2024
Q3 		$173K Buy
2,418
+1,288
+114% +$88.8K ﹤0.01% 3774
2024
Q2 		$76.7K Buy
+1,130
New +$73.8K ﹤0.01% 4349

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 $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Osaic Holdings's CVLC Position: Q2 2026 in Review

Osaic Holdings reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 4.7% in Q2 2026, selling an estimated $42.4K and leaving 9,588 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Osaic Holdings first reported a position in CVLC in Q2 2024 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Osaic Holdings held 9,588 shares of Calvert US Large-Cap Core Responsible Index ETF worth $906K as of Q2 2026.
  • Osaic Holdings sold 469 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $42.4K.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3106 holding.
  • Osaic Holdings first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.