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Root Financial Partners’s Ovintiv OVV Stock Holding History

Root Financial Partners’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
-918
Closed -$54.5K – 2337
2026
Q1 		$54.5K Buy
918
+277
+43% +$13.4K ﹤0.01% 842
2025
Q4 		$25.1K Buy
641
+41
+7% +$1.59K ﹤0.01% 1060
2025
Q3 		$24.2K Buy
+600
New +$24.5K ﹤0.01% 1018

Other funds holding OVV

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Root Financial Partners's OVV Position: Q2 2026 in Review

Root Financial Partners sold out of Ovintiv (OVV) in Q2 2026, closing a stake of 918 shares — an estimated $54.5K sold.

Root Financial Partners first reported a position in OVV in Q3 2025 and held it in 3 quarters. The position peaked at $54.5K in Q1 2026. 164 funds tracked by Wall St. Rank hold OVV as of Q2 2026.

  • Root Financial Partners reported no remaining Ovintiv position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 918 Ovintiv shares in Q2 2026, an estimated $54.5K.
  • Root Financial Partners first reported a position in Ovintiv in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ovintiv position peaked at $54.5K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held Ovintiv as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.