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Crewe Advisors’s Commault Systems CVLT Stock Holding History

Crewe 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
Q2 		$10.9K Sell
77
-78
-50% -$8.38K ﹤0.01% 742
2026
Q1 		$12.1K Buy
155
+38
+32% +$3.6K ﹤0.01% 598
2025
Q4 		$14.7K Buy
117
+20
+21% +$2.81K ﹤0.01% 548
2025
Q3 		$18.3K Buy
+97
New +$17.5K ﹤0.01% 511
2024
Q3 		– Sell
-147
Closed -$17.9K – 780
2024
Q2 		$17.9K Buy
+147
New +$15.8K ﹤0.01% 575
2024
Q1 		– Sell
-2
Closed -$160 – 953
2023
Q4 		$160 Buy
+2
New +$143 ﹤0.01% 370

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

Crewe Advisors's CVLT Position: Q2 2026 in Review

Crewe Advisors reduced its Commault Systems (CVLT) stake by 50% in Q2 2026, selling an estimated $8.38K and leaving 77 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Crewe Advisors first reported a position in CVLT in Q4 2023 and has held it in 6 quarters since. The position peaked at $18.3K in Q3 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Crewe Advisors held 77 shares of Commault Systems worth $10.9K as of Q2 2026.
  • Crewe Advisors sold 78 Commault Systems shares in Q2 2026, an estimated $8.38K.
  • Commault Systems made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #742 holding.
  • Crewe Advisors first reported a position in Commault Systems in Q4 2023 and has held it in 6 quarters since.
  • Crewe Advisors's Commault Systems position peaked at $18.3K in Q3 2025.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.