DWM
CVLT icon

Dakota Wealth Management’s Commault Systems CVLT Stock Holding History

Dakota 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
2026
Q2 		$843K Buy
5,946
+1,699
+40% +$182K 0.02% 465
2026
Q1 		$331K Sell
4,247
-241
-5% -$22.9K 0.01% 633
2025
Q4 		$563K Buy
+4,488
New +$631K 0.01% 527

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

Dakota Wealth Management's CVLT Position: Q2 2026 in Review

Dakota Wealth Management increased its Commault Systems (CVLT) stake by 40% in Q2 2026, buying an estimated $182K and bringing the position to 5,946 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #465.

Dakota Wealth Management first reported a position in CVLT in Q4 2025 and has held it in 3 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Dakota Wealth Management held 5,946 shares of Commault Systems worth $843K as of Q2 2026.
  • Dakota Wealth Management bought 1,699 Commault Systems shares in Q2 2026, an estimated $182K.
  • Commault Systems made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Dakota Wealth Management first reported a position in Commault Systems in Q4 2025 and has held it in 3 quarters since.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.