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EP Wealth Advisors’s Commault Systems CVLT Stock Holding History

EP Wealth 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
2025
Q2 		$208K Buy
+1,194
New +$204K ﹤0.01% 1232

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EP Wealth Advisors's CVLT Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Commault Systems (CVLT) in Q2 2025: 1,194 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings.

459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • EP Wealth Advisors held 1,194 shares of Commault Systems worth $208K as of Q2 2025.
  • Commault Systems was a new EP Wealth Advisors position in Q2 2025.
  • Commault Systems made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1232 holding.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.