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Beacon Harbor Wealth Advisors’s Commault Systems CVLT Stock Holding History

Beacon Harbor 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
Q3 		– Sell
-33,065
Closed -$5.76M – 74
2025
Q2 		$5.76M Sell
33,065
-4,211
-11% -$719K 1.44% 34
2025
Q1 		$5.88M Buy
+37,276
New +$6.13M 1.37% 36

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Beacon Harbor Wealth Advisors's CVLT Position: Q3 2025 in Review

Beacon Harbor Wealth Advisors sold out of Commault Systems (CVLT) in Q3 2025, closing a stake of 33,065 shares — an estimated $5.76M sold.

Beacon Harbor Wealth Advisors first reported a position in CVLT in Q1 2025 and held it in 2 quarters. The position peaked at $5.88M in Q1 2025. 446 funds tracked by Wall St. Rank hold CVLT as of Q3 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Commault Systems position as of Q3 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 33,065 Commault Systems shares in Q3 2025, an estimated $5.76M.
  • Beacon Harbor Wealth Advisors first reported a position in Commault Systems in Q1 2025 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Commault Systems position peaked at $5.88M in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Commault Systems as of Q3 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.