Superior Planning, LLC’s Commault Systems CVLT Stock Holding History

Superior Planning, LLC’s Portfolio CVLT Stock Details CVLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.75K	Buy	+25	New	+$3.51K	﹤0.01%	1317

Other funds holding CVLT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Superior Planning, LLC's CVLT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Commault Systems (CVLT) in Q3 2026: 25 shares worth $3.75K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings.

296 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

Superior Planning, LLC held 25 shares of Commault Systems worth $3.75K as of Q3 2026.
Commault Systems was a new Superior Planning, LLC position in Q3 2026.
Commault Systems made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1317 holding.
296 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.