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Clearstead Advisors’s Commault Systems CVLT Stock Holding History

Clearstead 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 		$20.3K Buy
143
+133
+1,330% +$14.3K ﹤0.01% 1791
2026
Q1 		$779 Sell
10
-1,300
-99% -$123K ﹤0.01% 2076
2025
Q4 		$164K Buy
1,310
+740
+130% +$104K ﹤0.01% 970
2025
Q3 		$108K Sell
570
-81
-12% -$14.6K ﹤0.01% 1031
2025
Q2 		$113K Buy
651
+270
+71% +$46.1K ﹤0.01% 1031
2025
Q1 		$60.1K Buy
381
+85
+29% +$14K ﹤0.01% 1125
2024
Q4 		$44.7K Buy
+296
New +$47.6K ﹤0.01% 1185

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

Clearstead Advisors's CVLT Position: Q2 2026 in Review

Clearstead Advisors increased its Commault Systems (CVLT) stake by 1,330% in Q2 2026, buying an estimated $14.3K and bringing the position to 143 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Clearstead Advisors first reported a position in CVLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $164K in Q4 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Clearstead Advisors held 143 shares of Commault Systems worth $20.3K as of Q2 2026.
  • Clearstead Advisors bought 133 Commault Systems shares in Q2 2026, an estimated $14.3K.
  • Commault Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1791 holding.
  • Clearstead Advisors first reported a position in Commault Systems in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Commault Systems position peaked at $164K in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.