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Bogart Wealth LLC’s Commault Systems CVLT Stock Holding History

Bogart Wealth LLC’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 		$3.69K Buy
26
+20
+333% +$2.15K ﹤0.01% 1291
2026
Q1 		$467 Sell
6
-2
-25% -$190 ﹤0.01% 1613
2025
Q4 		$1K Buy
8
+5
+167% +$703 ﹤0.01% 1325
2025
Q3 		$566 Buy
+3
New +$541 ﹤0.01% 1379
2018
Q3 		– Sell
-106
Closed -$6K – 333
2018
Q2 		$6K Buy
+106
New +$7.29K ﹤0.01% 269

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's CVLT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Commault Systems (CVLT) stake by 333% in Q2 2026, buying an estimated $2.15K and bringing the position to 26 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Bogart Wealth LLC first reported a position in CVLT in Q2 2018 and has held it in 5 quarters since. The position peaked at $6K in Q2 2018. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Bogart Wealth LLC held 26 shares of Commault Systems worth $3.69K as of Q2 2026.
  • Bogart Wealth LLC bought 20 Commault Systems shares in Q2 2026, an estimated $2.15K.
  • Commault Systems made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1291 holding.
  • Bogart Wealth LLC first reported a position in Commault Systems in Q2 2018 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Commault Systems position peaked at $6K in Q2 2018.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.