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Allworth Financial’s Commault Systems CVLT Stock Holding History

Allworth Financial’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 		$297K Buy
2,095
+1,374
+191% +$148K ﹤0.01% 1262
2026
Q1 		$56.2K Buy
721
+367
+104% +$34.8K ﹤0.01% 2233
2025
Q4 		$44.4K Sell
354
-11,302
-97% -$1.59M ﹤0.01% 2279
2025
Q3 		$2.2M Sell
11,656
-198
-2% -$35.7K 0.01% 479
2025
Q2 		$2.07M Buy
11,854
+11,794
+19,657% +$2.01M 0.01% 474
2025
Q1 		$9.8K Buy
60
+21
+54% +$3.46K ﹤0.01% 2438
2024
Q4 		$6.35K Sell
39
-11
-22% -$1.77K ﹤0.01% 2644
2024
Q3 		$7.69K Buy
50
+9
+22% +$1.27K ﹤0.01% 2383
2024
Q2 		$4.96K Buy
41
+26
+173% +$2.79K ﹤0.01% 2525
2024
Q1 		$1.52K Hold
15
– – ﹤0.01% 2925
2023
Q4 		$1.2K Sell
15
-10
-40% -$715 ﹤0.01% 2891
2023
Q3 		$1.69K Buy
25
+23
+1,150% +$1.63K ﹤0.01% 2619
2023
Q2 		$146 Hold
2
– – ﹤0.01% 3142
2023
Q1 		$114 Hold
2
– – ﹤0.01% 3090
2022
Q4 		$126 Hold
2
– – ﹤0.01% 2893
2022
Q3 		$0 Sell
2
-217
-99% -$12.3K ﹤0.01% 2738
2022
Q2 		$14K Buy
+219
New +$13.6K ﹤0.01% 1393

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 $3.38T AUM 44.17% 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

Allworth Financial's CVLT Position: Q2 2026 in Review

Allworth Financial increased its Commault Systems (CVLT) stake by 191% in Q2 2026, buying an estimated $148K and bringing the position to 2,095 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Allworth Financial first reported a position in CVLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.2M in Q3 2025. 431 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Allworth Financial held 2,095 shares of Commault Systems worth $297K as of Q2 2026.
  • Allworth Financial bought 1,374 Commault Systems shares in Q2 2026, an estimated $148K.
  • Commault Systems made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1262 holding.
  • Allworth Financial first reported a position in Commault Systems in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Commault Systems position peaked at $2.2M in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.