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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return