CoreCap Advisors’s Commault Systems CVLT Stock Holding History

CoreCap 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 Q3	$300	Hold	2	–	–	﹤0.01%	2893
2026 Q2	$283	Sell	2 -6	-75%	-$644	﹤0.01%	2956
2026 Q1	$623	Hold	8	–	–	﹤0.01%	2616
2025 Q4	$1K	Hold	8	–	–	﹤0.01%	2602
2025 Q3	$1.51K	Sell	8 -50	-86%	-$9.02K	﹤0.01%	2424
2025 Q2	$10.1K	Hold	58	–	–	﹤0.01%	1864
2025 Q1	$9.15K	Sell	58 -2	-3%	-$329	﹤0.01%	1858
2024 Q4	$9.06K	Sell	60 -76	-56%	-$12.2K	﹤0.01%	1809
2024 Q3	$20.9K	Buy	+136	New	+$19.2K	﹤0.01%	1540
2024 Q2	–	Sell	-8	Closed	-$811	–	1822
2024 Q1	$811	Buy	+8	New	+$724	﹤0.01%	2258
2022 Q4	$503	Buy	+8	New	+$496	﹤0.01%	2164
2022 Q3	–	Sell	-8	Closed	-$1K	–	860
2022 Q2	$1K	Buy	+8	New	+$497	﹤0.01%	1968
2022 Q1	–	Sell	-8	Closed	-$1K	–	874
2021 Q4	$1K	Buy	+8	New	+$546	﹤0.01%	2088

Other funds holding CVLT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's CVLT Position: Q3 2026 in Review

CoreCap Advisors held its Commault Systems (CVLT) position steady in Q3 2026 at 2 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

CoreCap Advisors first reported a position in CVLT in Q4 2021 and has held it in 13 quarters since. The position peaked at $20.9K in Q3 2024. 65 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

CoreCap Advisors held 2 shares of Commault Systems worth $300 as of Q3 2026.
CoreCap Advisors left its Commault Systems share count unchanged in Q3 2026.
Commault Systems made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2893 holding.
CoreCap Advisors first reported a position in Commault Systems in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Commault Systems position peaked at $20.9K in Q3 2024.
65 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.