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Congress Wealth Management’s Commault Systems CVLT Stock Holding History

Congress Wealth Management’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
2025
Q2 		$16.4M Sell
93,897
-392
-0.4% -$66.9K 0.16% 161
2025
Q1 		$14.9M Buy
94,289
+5,386
+6% +$886K 0.18% 145
2024
Q4 		$13.4M Buy
88,903
+9,634
+12% +$1.55M 0.18% 162
2024
Q3 		$12.2M Buy
79,269
+17,954
+29% +$2.53M 0.16% 184
2024
Q2 		$7.45M Buy
+61,315
New +$6.58M 0.12% 205

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Congress Wealth Management's CVLT Position: Q2 2025 in Review

Congress Wealth Management reduced its Commault Systems (CVLT) stake by 0.42% in Q2 2025, selling an estimated $66.9K and leaving 93,897 shares worth $16.4M. The position accounts for 0.16% of the portfolio, ranked #161.

Congress Wealth Management first reported a position in CVLT in Q2 2024 and has held it in 5 quarters since. 459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • Congress Wealth Management held 93,897 shares of Commault Systems worth $16.4M as of Q2 2025.
  • Congress Wealth Management sold 392 Commault Systems shares in Q2 2025, an estimated $66.9K.
  • Commault Systems made up 0.16% of Congress Wealth Management's portfolio in Q2 2025, its #161 holding.
  • Congress Wealth Management first reported a position in Commault Systems in Q2 2024 and has held it in 5 quarters since.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.