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B. Riley Wealth Advisors’s Commault Systems CVLT Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-3,536
Closed -$668K – 1058
2025
Q3 		$668K Sell
3,536
-92
-3% -$16.6K 0.03% 439
2025
Q2 		$632K Buy
+3,628
New +$619K 0.03% 454
2015
Q1 		– Sell
-35
Closed -$2K – 859
2014
Q4 		$2K Buy
+35
New +$1.68K ﹤0.01% 3381

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

B. Riley Wealth Advisors's CVLT Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 3,536 shares — an estimated $668K sold.

B. Riley Wealth Advisors first reported a position in CVLT in Q4 2014 and held it in 3 quarters. The position peaked at $668K in Q3 2025. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,536 Commault Systems shares in Q4 2025, an estimated $668K.
  • B. Riley Wealth Advisors first reported a position in Commault Systems in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Commault Systems position peaked at $668K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.