Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Commault Systems CVLT Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.02M Buy
13,052
+8,203
+169% +$778K ﹤0.01% 1528
2025
Q4 		$608K Sell
4,849
-2,288
-32% -$322K ﹤0.01% 1797
2025
Q3 		$1.35M Sell
7,137
-844
-11% -$152K ﹤0.01% 1256
2025
Q2 		$1.39M Buy
7,981
+19
+0.2% +$3.24K ﹤0.01% 1097
2025
Q1 		$1.26M Sell
7,962
-1,649
-17% -$271K 0.01% 1024
2024
Q4 		$1.45M Sell
9,611
-1,575
-14% -$253K 0.01% 913
2024
Q3 		$1.72M Sell
11,186
-767
-6% -$108K 0.01% 767
2024
Q2 		$1.45M Sell
11,953
-1,854
-13% -$199K 0.01% 735
2024
Q1 		$1.4M Sell
13,807
-1,683
-11% -$152K 0.01% 724
2023
Q4 		$1.24M Sell
15,490
-1,277
-8% -$91.3K 0.01% 720
2023
Q3 		$1.13M Buy
16,767
+16,649
+14,109% +$1.18M 0.01% 691
2023
Q2 		$9K Sell
118
-2
-2% -$130 ﹤0.01% 3125
2023
Q1 		$7K Sell
120
-28
-19% -$1.67K ﹤0.01% 3129
2022
Q4 		$9K Buy
148
+47
+47% +$2.92K ﹤0.01% 2839
2022
Q3 		$5K Buy
101
+94
+1,343% +$5.33K ﹤0.01% 3051
2022
Q2 		$0 Buy
+7
New +$435 ﹤0.01% 3836
2019
Q1 		– Sell
-19
Closed -$1K – 2990
2018
Q4 		$1K Buy
19
+8
+73% +$472 ﹤0.01% 1869
2018
Q3 		$1K Buy
+11
New +$745 ﹤0.01% 1640

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVLT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Commault Systems (CVLT) stake by 169% in Q1 2026, buying an estimated $778K and bringing the position to 13,052 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Carson Wealth (CWM LLC) first reported a position in CVLT in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.72M in Q3 2024. 382 funds tracked by Wall St. Rank hold CVLT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,052 shares of Commault Systems worth $1.02M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,203 Commault Systems shares in Q1 2026, an estimated $778K.
  • Commault Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1528 holding.
  • Carson Wealth (CWM LLC) first reported a position in Commault Systems in Q3 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Commault Systems position peaked at $1.72M in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Commault Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.