Avantax Advisory Services’s Commault Systems CVLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
2,972
+1,669
+128% +$285K ﹤0.01% 1562
2025
Q1
$206K Buy
+1,303
New +$214K ﹤0.01% 2095
2024
Q4
Sell
-1,710
Closed -$263K 2198
2024
Q3
$263K Sell
1,710
-427
-20% -$60.1K ﹤0.01% 1851
2024
Q2
$260K Buy
+2,137
New +$229K ﹤0.01% 1795

Other funds holding CVLT

Avantax Advisory Services's CVLT Position: Q2 2025 in Review

Avantax Advisory Services increased its Commault Systems (CVLT) stake by 128% in Q2 2025, buying an estimated $285K and bringing the position to 2,972 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Avantax Advisory Services first reported a position in CVLT in Q2 2024 and has held it in 4 quarters since. 459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • Avantax Advisory Services held 2,972 shares of Commault Systems worth $518K as of Q2 2025.
  • Avantax Advisory Services bought 1,669 Commault Systems shares in Q2 2025, an estimated $285K.
  • Commault Systems made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1562 holding.
  • Avantax Advisory Services first reported a position in Commault Systems in Q2 2024 and has held it in 4 quarters since.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.