AssetMark Inc’s Commault Systems CVLT Stock Holding History

AssetMark Inc’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	$57.6K	Buy	384 +2	+0.5%	+$280	﹤0.01%	1827
2026 Q2	$54.1K	Buy	382 +35	+10%	+$3.76K	﹤0.01%	1806
2026 Q1	$27K	Buy	347 +21	+6%	+$1.99K	﹤0.01%	1952
2025 Q4	$40.9K	Buy	326 +82	+34%	+$11.5K	﹤0.01%	1782
2025 Q3	$46.1K	Buy	244 +236	+2,950%	+$42.6K	﹤0.01%	1660
2025 Q2	$1.4K	Buy	+8	New	+$1.36K	﹤0.01%	2535
2025 Q1	–	Sell	-41	Closed	-$6.19K	–	2650
2024 Q4	$6.19K	Buy	+41	New	+$6.6K	﹤0.01%	1884
2022 Q1	–	Sell	-32	Closed	-$2K	–	1582
2021 Q4	$2K	Buy	+32	New	+$2.18K	﹤0.01%	1355
2021 Q3	–	Sell	-102	Closed	-$8K	–	1409
2021 Q2	$8K	Buy	+102	New	+$7.41K	﹤0.01%	1013

Other funds holding CVLT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

AssetMark Inc's CVLT Position: Q3 2026 in Review

AssetMark Inc increased its Commault Systems (CVLT) stake by 0.52% in Q3 2026, buying an estimated $280 and bringing the position to 384 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

AssetMark Inc first reported a position in CVLT in Q2 2021 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

AssetMark Inc held 384 shares of Commault Systems worth $57.6K as of Q3 2026.
AssetMark Inc bought 2 Commault Systems shares in Q3 2026, an estimated $280.
Commault Systems made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1827 holding.
AssetMark Inc first reported a position in Commault Systems in Q2 2021 and has held it in 9 quarters since.
190 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.