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IFP Advisors’s Commault Systems CVLT Stock Holding History

IFP 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 		$7.37K Sell
52
-14
-21% -$1.5K ﹤0.01% 3564
2026
Q1 		$5.14K Sell
66
-14
-18% -$1.33K ﹤0.01% 3509
2025
Q4 		$10K Sell
80
-2
-2% -$281 ﹤0.01% 3064
2025
Q3 		$15.5K Sell
82
-58
-41% -$10.5K ﹤0.01% 2705
2025
Q2 		$28.2K Sell
140
-510
-78% -$87K ﹤0.01% 2359
2025
Q1 		$103K Buy
650
+410
+171% +$67.5K ﹤0.01% 1512
2024
Q4 		$36.2K Buy
240
+9
+4% +$1.45K ﹤0.01% 1981
2024
Q3 		$35.5K Buy
+231
New +$32.5K ﹤0.01% 1881
2023
Q1 		– Sell
-174
Closed -$14K – 3588
2022
Q4 		$14K Sell
174
-50
-22% -$3.1K ﹤0.01% 3140
2022
Q3 		$20K Buy
224
+138
+160% +$7.83K ﹤0.01% 3068
2022
Q2 		$7K Hold
86
– – ﹤0.01% 3588
2022
Q1 		$7K Buy
+86
New +$5.65K ﹤0.01% 3588
2019
Q1 		– Sell
-85
Closed -$5K – 2566
2018
Q4 		$5K Buy
85
+77
+963% +$4.54K ﹤0.01% 2824
2018
Q3 		$1K Buy
+8
New +$542 ﹤0.01% 3663

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

IFP Advisors's CVLT Position: Q2 2026 in Review

IFP Advisors reduced its Commault Systems (CVLT) stake by 21% in Q2 2026, selling an estimated $1.5K and leaving 52 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

IFP Advisors first reported a position in CVLT in Q3 2018 and has held it in 14 quarters since. The position peaked at $103K in Q1 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • IFP Advisors held 52 shares of Commault Systems worth $7.37K as of Q2 2026.
  • IFP Advisors sold 14 Commault Systems shares in Q2 2026, an estimated $1.5K.
  • Commault Systems made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3564 holding.
  • IFP Advisors first reported a position in Commault Systems in Q3 2018 and has held it in 14 quarters since.
  • IFP Advisors's Commault Systems position peaked at $103K in Q1 2025.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.