EWP
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Elevation Wealth Partners’s Commault Systems CVLT Stock Holding History

Elevation Wealth Partners’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 		$13.2K Hold
88
– – ﹤0.01% 804
2026
Q2 		$12.5K Buy
+88
New +$9.45K ﹤0.01% 740

Other funds holding CVLT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's CVLT Position: Q3 2026 in Review

Elevation Wealth Partners held its Commault Systems (CVLT) position steady in Q3 2026 at 88 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Elevation Wealth Partners first reported a position in CVLT in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

  • Elevation Wealth Partners held 88 shares of Commault Systems worth $13.2K as of Q3 2026.
  • Elevation Wealth Partners left its Commault Systems share count unchanged in Q3 2026.
  • Commault Systems made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #804 holding.
  • Elevation Wealth Partners first reported a position in Commault Systems in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.