Creative Planning
CVLT icon

Creative Planning’s Commault Systems CVLT Stock Holding History

Creative Planning’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 		$8.4M Buy
59,236
+21,089
+55% +$2.27M ﹤0.01% 1013
2026
Q1 		$2.97M Buy
38,147
+17,196
+82% +$1.63M ﹤0.01% 1583
2025
Q4 		$2.63M Sell
20,951
-5,934
-22% -$835K ﹤0.01% 1485
2025
Q3 		$5.08M Buy
26,885
+4,533
+20% +$817K ﹤0.01% 874
2025
Q2 		$3.9M Buy
22,352
+3,277
+17% +$559K ﹤0.01% 885
2025
Q1 		$3.01M Buy
19,075
+4,424
+30% +$728K ﹤0.01% 930
2024
Q4 		$2.21M Buy
14,651
+2,501
+21% +$402K ﹤0.01% 1070
2024
Q3 		$1.87M Buy
12,150
+4,829
+66% +$680K ﹤0.01% 1096
2024
Q2 		$890K Buy
7,321
+2,954
+68% +$317K ﹤0.01% 1493
2024
Q1 		$443K Buy
+4,367
New +$395K ﹤0.01% 1941
2017
Q3 		– Sell
-260
Closed -$15K – 2277
2017
Q2 		$15K Hold
260
– – ﹤0.01% 3356
2017
Q1 		$13K Hold
260
– – ﹤0.01% 3415
2016
Q4 		$13K Hold
260
– – ﹤0.01% 3354
2016
Q3 		$14K Buy
+260
New +$13.1K ﹤0.01% 3271
2014
Q4 		– Sell
-35
Closed -$2K – 4181
2014
Q3 		$2K Sell
35
-365
-91% -$18.8K ﹤0.01% 3642
2014
Q2 		$20K Buy
+400
New +$21.5K ﹤0.01% 2477

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

Creative Planning's CVLT Position: Q2 2026 in Review

Creative Planning increased its Commault Systems (CVLT) stake by 55% in Q2 2026, buying an estimated $2.27M and bringing the position to 59,236 shares worth $8.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Creative Planning first reported a position in CVLT in Q2 2014 and has held it in 16 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Creative Planning held 59,236 shares of Commault Systems worth $8.4M as of Q2 2026.
  • Creative Planning bought 21,089 Commault Systems shares in Q2 2026, an estimated $2.27M.
  • Commault Systems made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1013 holding.
  • Creative Planning first reported a position in Commault Systems in Q2 2014 and has held it in 16 quarters since.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.