Angeles Wealth Management’s Commault Systems CVLT Stock Holding History

Angeles Wealth Management’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	$620K	Sell	4,375 -534	-11%	-$57.4K	0.03%	236
2026 Q1	$382K	Buy	4,909 +891	+22%	+$84.5K	0.02%	277
2025 Q4	$504K	Buy	4,018 +152	+4%	+$21.4K	0.03%	209
2025 Q3	$730K	Sell	3,866 -183	-5%	-$33K	0.04%	148
2025 Q2	$706K	Sell	4,049 -16	-0.4%	-$2.73K	0.05%	141
2025 Q1	$641K	Sell	4,065 -606	-13%	-$99.7K	0.05%	123
2024 Q4	$705K	Sell	4,671 -50	-1%	-$8.05K	0.06%	119
2024 Q3	$726K	Buy	+4,721	New	+$665K	0.06%	107

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

Angeles Wealth Management's CVLT Position: Q2 2026 in Review

Angeles Wealth Management reduced its Commault Systems (CVLT) stake by 11% in Q2 2026, selling an estimated $57.4K and leaving 4,375 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #236.

Angeles Wealth Management first reported a position in CVLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $730K in Q3 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Angeles Wealth Management held 4,375 shares of Commault Systems worth $620K as of Q2 2026.
Angeles Wealth Management sold 534 Commault Systems shares in Q2 2026, an estimated $57.4K.
Commault Systems made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #236 holding.
Angeles Wealth Management first reported a position in Commault Systems in Q3 2024 and has held it in 8 quarters since.
Angeles Wealth Management's Commault Systems position peaked at $730K in Q3 2025.
430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.