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Alliance Wealth Advisors (Utah)’s Commault Systems CVLT Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$328K Sell
2,316
-314
-12% -$33.7K 0.06% 180
2026
Q1 		$205K Sell
2,630
-1,016
-28% -$96.4K 0.04% 226
2025
Q4 		$457K Sell
3,646
-1,442
-28% -$203K 0.1% 175
2025
Q3 		$961K Buy
5,088
+313
+7% +$56.4K 0.23% 125
2025
Q2 		$832K Buy
4,775
+86
+2% +$14.7K 0.2% 117
2025
Q1 		$740K Buy
4,689
+138
+3% +$22.7K 0.19% 120
2024
Q4 		$687K Buy
4,551
+352
+8% +$56.6K 0.18% 133
2024
Q3 		$646K Buy
+4,199
New +$591K 0.17% 135

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s CVLT Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Commault Systems (CVLT) stake by 12% in Q2 2026, selling an estimated $33.7K and leaving 2,316 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #180.

Alliance Wealth Advisors (Utah) first reported a position in CVLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $961K in Q3 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,316 shares of Commault Systems worth $328K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 314 Commault Systems shares in Q2 2026, an estimated $33.7K.
  • Commault Systems made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #180 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Commault Systems in Q3 2024 and has held it in 8 quarters since.
  • Alliance Wealth Advisors (Utah)'s Commault Systems position peaked at $961K in Q3 2025.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.