Action Point Financial Planning’s Commault Systems CVLT Stock Holding History

Action Point Financial Planning’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 Q2	$2.55K	Buy	+20	New	+$2.15K	﹤0.01%	2143

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's CVLT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Commault Systems (CVLT) in Q2 2026: 20 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #2143 among its holdings.

427 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Action Point Financial Planning held 20 shares of Commault Systems worth $2.55K as of Q2 2026.
Commault Systems was a new Action Point Financial Planning position in Q2 2026.
Commault Systems made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2143 holding.
427 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.