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Global Financial Private Client’s Commault Systems CVLT Stock Holding History

Global Financial Private Client’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 		– Sell
-6
Closed -$947 – 541
2025
Q1 		$947 Buy
6
+5
+500% +$823 ﹤0.01% 1078
2024
Q4 		$151 Buy
+1
New +$161 ﹤0.01% 1373

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

Global Financial Private Client's CVLT Position: Q2 2025 in Review

Global Financial Private Client sold out of Commault Systems (CVLT) in Q2 2025, closing a stake of 6 shares — an estimated $947 sold.

Global Financial Private Client first reported a position in CVLT in Q4 2024 and held it in 2 quarters. The position peaked at $947 in Q1 2025. 459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • Global Financial Private Client reported no remaining Commault Systems position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Commault Systems shares in Q2 2025, an estimated $947.
  • Global Financial Private Client first reported a position in Commault Systems in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Commault Systems position peaked at $947 in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.