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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
Q2 		$888K Sell
9,395
-350
-4% -$31.7K 0.08% 160
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 $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

Per Stirling Capital Management's CVLC Position: Q2 2026 in Review

Per Stirling Capital Management reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 3.6% in Q2 2026, selling an estimated $31.7K and leaving 9,395 shares worth $888K. The position accounts for 0.08% of the portfolio, ranked #160.

Per Stirling Capital Management first reported a position in CVLC in Q4 2023 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Per Stirling Capital Management held 9,395 shares of Calvert US Large-Cap Core Responsible Index ETF worth $888K as of Q2 2026.
  • Per Stirling Capital Management sold 350 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $31.7K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.08% of Per Stirling Capital Management's portfolio in Q2 2026, its #160 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 11 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.