Commonwealth Equity Services
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Commonwealth Equity Services’s Commault Systems CVLT Stock Holding History

Commonwealth Equity Services’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 		– Sell
-2,954
Closed -$230K – 4443
2026
Q1 		$230K Sell
2,954
-101
-3% -$9.58K ﹤0.01% 3867
2025
Q4 		$383K Sell
3,055
-1,663
-35% -$234K ﹤0.01% 3431
2025
Q3 		$891K Buy
4,718
+437
+10% +$78.8K ﹤0.01% 2685
2025
Q2 		$746K Buy
4,281
+841
+24% +$144K ﹤0.01% 2812
2025
Q1 		$543K Buy
3,440
+400
+13% +$65.8K ﹤0.01% 2961
2024
Q4 		$459K Buy
3,040
+244
+9% +$39.3K ﹤0.01% 3021
2024
Q3 		$430K Buy
2,796
+95
+4% +$13.4K ﹤0.01% 3017
2024
Q2 		$328K Buy
2,701
+139
+5% +$14.9K ﹤0.01% 3219
2024
Q1 		$260K Buy
+2,562
New +$232K ﹤0.01% 3398
2022
Q1 		– Sell
-10,650
Closed -$734K – 3724
2021
Q4 		$734K Buy
10,650
+2,049
+24% +$140K ﹤0.01% 2222
2021
Q3 		$647K Buy
8,601
+502
+6% +$38.9K ﹤0.01% 2278
2021
Q2 		$633K Buy
8,099
+431
+6% +$31.3K ﹤0.01% 2271
2021
Q1 		$494K Buy
+7,668
New +$487K ﹤0.01% 2341

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

Commonwealth Equity Services's CVLT Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Commault Systems (CVLT) in Q2 2026, closing a stake of 2,954 shares — an estimated $230K sold.

Commonwealth Equity Services first reported a position in CVLT in Q1 2021 and held it in 13 quarters. The position peaked at $891K in Q3 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Commonwealth Equity Services reported no remaining Commault Systems position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,954 Commault Systems shares in Q2 2026, an estimated $230K.
  • Commonwealth Equity Services first reported a position in Commault Systems in Q1 2021 and held it in 13 quarters.
  • Commonwealth Equity Services's Commault Systems position peaked at $891K in Q3 2025.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.