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EverSource Wealth Advisors’s Commault Systems CVLT Stock Holding History

EverSource 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
2026
Q2 		$213K Buy
1,500
+258
+21% +$27.7K 0.01% 970
2026
Q1 		$96.7K Buy
1,242
+1,177
+1,811% +$112K ﹤0.01% 1449
2025
Q4 		$8.15K Sell
65
-187
-74% -$26.3K ﹤0.01% 2902
2025
Q3 		$47.6K Sell
252
-19
-7% -$3.43K ﹤0.01% 1751
2025
Q2 		$47.2K Buy
271
+177
+188% +$30.2K ﹤0.01% 1647
2025
Q1 		$14.8K Buy
94
+30
+47% +$4.94K ﹤0.01% 1874
2024
Q4 		$9.66K Buy
64
+4
+7% +$644 ﹤0.01% 2013
2024
Q3 		$9.23K Buy
60
+12
+25% +$1.69K ﹤0.01% 1914
2024
Q2 		$7.34K Buy
48
+9
+23% +$966 ﹤0.01% 2034
2024
Q1 		$4K Buy
39
+16
+70% +$1.45K ﹤0.01% 2151
2023
Q4 		$1.84K Sell
23
-7
-23% -$500 ﹤0.01% 2194
2023
Q3 		$2.03K Buy
30
+7
+30% +$496 ﹤0.01% 1998
2023
Q2 		$1.67K Hold
23
– – ﹤0.01% 2081
2023
Q1 		$1.3K Buy
23
+15
+188% +$893 ﹤0.01% 2055
2022
Q4 		$503 Buy
+8
New +$496 ﹤0.01% 2209
2022
Q3 		– Sell
-1,027
Closed -$65K – 1994
2022
Q2 		$65K Buy
+1,027
New +$63.8K 0.02% 525

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's CVLT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Commault Systems (CVLT) stake by 21% in Q2 2026, buying an estimated $27.7K and bringing the position to 1,500 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #970.

EverSource Wealth Advisors first reported a position in CVLT in Q2 2022 and has held it in 16 quarters since. 431 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • EverSource Wealth Advisors held 1,500 shares of Commault Systems worth $213K as of Q2 2026.
  • EverSource Wealth Advisors bought 258 Commault Systems shares in Q2 2026, an estimated $27.7K.
  • Commault Systems made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #970 holding.
  • EverSource Wealth Advisors first reported a position in Commault Systems in Q2 2022 and has held it in 16 quarters since.
  • 431 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

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