Capital Advisors Ltd’s Commault Systems CVLT Stock Holding History

Capital Advisors Ltd’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	$3K	Hold	23	–	–	﹤0.01%	1041
2026 Q1	$2K	Buy	23 +18	+360%	+$1.71K	﹤0.01%	1089
2025 Q4	$1K	Hold	5	–	–	﹤0.01%	1164
2025 Q3	$1K	Hold	5	–	–	﹤0.01%	1169
2025 Q2	$1K	Hold	5	–	–	﹤0.01%	1166
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	1144
2024 Q4	$1K	Sell	5 -1	-17%	-$161	﹤0.01%	1172
2024 Q3	$1K	Buy	6 +1	+20%	+$141	﹤0.01%	1172
2024 Q2	$1K	Hold	5	–	–	﹤0.01%	1156
2024 Q1	$1K	Hold	5	–	–	﹤0.01%	1159
2023 Q4	$0	Hold	5	–	–	﹤0.01%	1328
2023 Q3	$0	Hold	5	–	–	﹤0.01%	1314
2023 Q2	$0	Hold	5	–	–	﹤0.01%	1334
2023 Q1	$0	Hold	5	–	–	﹤0.01%	1260
2022 Q4	$0	Buy	5 +1	+25%	+$62	﹤0.01%	1291
2022 Q3	$0	Sell	4 -11	-73%	-$624	﹤0.01%	1288
2022 Q2	$1K	Buy	+15	New	+$932	﹤0.01%	753

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Advisors Ltd's CVLT Position: Q2 2026 in Review

Capital Advisors Ltd held its Commault Systems (CVLT) position steady in Q2 2026 at 23 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Capital Advisors Ltd first reported a position in CVLT in Q2 2022 and has held it in 17 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Capital Advisors Ltd held 23 shares of Commault Systems worth $3K as of Q2 2026.
Capital Advisors Ltd left its Commault Systems share count unchanged in Q2 2026.
Commault Systems made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1041 holding.
Capital Advisors Ltd first reported a position in Commault Systems in Q2 2022 and has held it in 17 quarters since.
430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.