Per Stirling Capital Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Per Stirling Capital Management’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 Q1	$780K	Buy	9,745 +314	+3%	+$26.4K	0.09%	152
2025 Q4	$794K	Buy	9,431 +3,150	+50%	+$263K	0.09%	140
2025 Q3	$514K	Buy	6,281 +8	+0.1%	+$634	0.06%	177
2025 Q2	$480K	Buy	6,273 +127	+2%	+$8.97K	0.06%	173
2025 Q1	$424K	Buy	6,146 +9	+0.1%	+$659	0.06%	179
2024 Q4	$450K	Buy	6,137 +10	+0.2%	+$738	0.06%	177
2024 Q3	$439K	Sell	6,127 -1,489	-20%	-$103K	0.06%	197
2024 Q2	$517K	Buy	7,616 +4,042	+113%	+$264K	0.08%	151
2024 Q1	$235K	Buy	3,574 +9	+0.3%	+$561	0.04%	210
2023 Q4	$213K	Buy	+3,565	New	+$198K	0.04%	196

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Per Stirling Capital Management's CVLC Position: Q1 2026 in Review

Per Stirling Capital Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 3.3% in Q1 2026, buying an estimated $26.4K and bringing the position to 9,745 shares worth $780K. The position accounts for 0.09% of the portfolio, ranked #152.

Per Stirling Capital Management first reported a position in CVLC in Q4 2023 and has held it in 10 quarters since. The position peaked at $794K in Q4 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

Per Stirling Capital Management held 9,745 shares of Calvert US Large-Cap Core Responsible Index ETF worth $780K as of Q1 2026.
Per Stirling Capital Management bought 314 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $26.4K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.09% of Per Stirling Capital Management's portfolio in Q1 2026, its #152 holding.
Per Stirling Capital Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2023 and has held it in 10 quarters since.
Per Stirling Capital Management's Calvert US Large-Cap Core Responsible Index ETF position peaked at $794K in Q4 2025.
74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.