CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Commault Systems CVLT Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$1.64M Buy
11,567
+6,401
+124% +$688K ﹤0.01% 1435
2026
Q1 		$402K Buy
5,166
+3,013
+140% +$286K ﹤0.01% 2178
2025
Q4 		$270K Buy
2,153
+145
+7% +$20.4K ﹤0.01% 2325
2025
Q3 		$379K Buy
2,008
+777
+63% +$140K ﹤0.01% 2005
2025
Q2 		$215K Sell
1,231
-72
-6% -$12.3K ﹤0.01% 2258
2025
Q1 		$206K Buy
+1,303
New +$214K ﹤0.01% 2155
2024
Q1 		– Sell
-6,608
Closed -$528K – 2275
2023
Q4 		$528K Buy
6,608
+341
+5% +$24.4K ﹤0.01% 1703
2023
Q3 		$424K Sell
6,267
-162
-3% -$11.5K ﹤0.01% 1751
2023
Q2 		$467K Buy
6,429
+134
+2% +$8.71K ﹤0.01% 1664
2023
Q1 		$357K Sell
6,295
-15
-0.2% -$893 ﹤0.01% 1618
2022
Q4 		$397K Buy
+6,310
New +$391K ﹤0.01% 1458
2022
Q3 		– Sell
-455
Closed -$29K – 2514
2022
Q2 		$29K Buy
455
+144
+46% +$8.94K ﹤0.01% 3144
2022
Q1 		$21K Sell
311
-101
-25% -$6.64K ﹤0.01% 3348
2021
Q4 		$28K Buy
412
+121
+42% +$8.26K ﹤0.01% 3065
2021
Q3 		$22K Buy
291
+30
+11% +$2.33K ﹤0.01% 3085
2021
Q2 		$20K Sell
261
-5
-2% -$363 ﹤0.01% 3108
2021
Q1 		$17K Buy
266
+171
+180% +$10.9K ﹤0.01% 3104
2020
Q4 		$5K Buy
95
+45
+90% +$2.1K ﹤0.01% 2837
2020
Q3 		$2K Buy
+50
New +$2.06K ﹤0.01% 2747
2019
Q4 		– Sell
-760
Closed -$34K – 1175
2019
Q3 		$34K Sell
760
-270
-26% -$12.4K ﹤0.01% 1120
2019
Q2 		$51K Sell
1,030
-50
-5% -$2.66K ﹤0.01% 960
2019
Q1 		$70K Hold
1,080
– – ﹤0.01% 819
2018
Q4 		$64K Buy
1,080
+667
+162% +$39.3K ﹤0.01% 705
2018
Q3 		$29K Sell
413
-207
-33% -$14K ﹤0.01% 899
2018
Q2 		$41K Buy
+620
New +$42.6K ﹤0.01% 724

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

CAPTRUST Financial Advisors's CVLT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Commault Systems (CVLT) stake by 124% in Q2 2026, buying an estimated $688K and bringing the position to 11,567 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

CAPTRUST Financial Advisors first reported a position in CVLT in Q2 2018 and has held it in 25 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • CAPTRUST Financial Advisors held 11,567 shares of Commault Systems worth $1.64M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 6,401 Commault Systems shares in Q2 2026, an estimated $688K.
  • Commault Systems made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1435 holding.
  • CAPTRUST Financial Advisors first reported a position in Commault Systems in Q2 2018 and has held it in 25 quarters since.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.