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Diversify Wealth Management’s Commault Systems CVLT Stock Holding History

Diversify 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 		$1.72M Sell
11,495
-1,041
-8% -$112K 0.03% 456
2026
Q1 		$1.27M Buy
12,536
+5,278
+73% +$501K 0.02% 521
2025
Q4 		$912K Buy
7,258
+198
+3% +$27.9K 0.04% 336
2025
Q3 		$991K Buy
7,060
+110
+2% +$19.8K 0.06% 277
2025
Q2 		$1.34M Buy
6,950
+1,517
+28% +$259K 0.08% 234
2025
Q1 		$917K Buy
5,433
+1,400
+35% +$230K 0.07% 255
2024
Q4 		$621K Buy
4,033
+653
+19% +$105K 0.05% 311
2024
Q3 		$447K Buy
+3,380
New +$476K 0.04% 335

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

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

Diversify Wealth Management reduced its Commault Systems (CVLT) stake by 8.3% in Q2 2026, selling an estimated $112K and leaving 11,495 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #456.

Diversify Wealth Management first reported a position in CVLT in Q3 2024 and has held it in 8 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Diversify Wealth Management held 11,495 shares of Commault Systems worth $1.72M as of Q2 2026.
  • Diversify Wealth Management sold 1,041 Commault Systems shares in Q2 2026, an estimated $112K.
  • Commault Systems made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Diversify Wealth Management first reported a position in Commault Systems in Q3 2024 and has held it in 8 quarters since.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.