JFS Wealth Advisors’s Commault Systems CVLT Stock Holding History

JFS 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	$426	Hold	3	–	–	﹤0.01%	1985
2026 Q1	$234	Sell	3 -10	-77%	-$949	﹤0.01%	1816
2025 Q4	$1.63K	Buy	13 +3	+30%	+$422	﹤0.01%	1607
2025 Q3	$1.89K	Sell	10 -2	-17%	-$361	﹤0.01%	1454
2025 Q2	$2.09K	Buy	12 +2	+20%	+$341	﹤0.01%	1381
2025 Q1	$1.58K	Hold	10	–	–	﹤0.01%	1544
2024 Q4	$1.51K	Buy	10 +3	+43%	+$483	﹤0.01%	1576
2024 Q3	$1.08K	Buy	7 +4	+133%	+$563	﹤0.01%	1680
2024 Q2	$365	Hold	3	–	–	﹤0.01%	1843
2024 Q1	$305	Hold	3	–	–	﹤0.01%	1857
2023 Q4	$240	Hold	3	–	–	﹤0.01%	1886
2023 Q3	$203	Hold	3	–	–	﹤0.01%	1861
2023 Q2	$218	Hold	3	–	–	﹤0.01%	1869
2023 Q1	$171	Buy	3 +1	+50%	+$60	﹤0.01%	1840
2022 Q4	$126	Sell	2 -1	-33%	-$62	﹤0.01%	1866
2022 Q3	$0	Buy	3 +1	+50%	+$57	﹤0.01%	1773
2022 Q2	$0	Buy	+2	New	+$124	﹤0.01%	1791

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JFS Wealth Advisors held its Commault Systems (CVLT) position steady in Q2 2026 at 3 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

JFS Wealth Advisors first reported a position in CVLT in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.09K in Q2 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

JFS Wealth Advisors held 3 shares of Commault Systems worth $426 as of Q2 2026.
JFS Wealth Advisors left its Commault Systems share count unchanged in Q2 2026.
Commault Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1985 holding.
JFS Wealth Advisors first reported a position in Commault Systems in Q2 2022 and has held it in 17 quarters since.
JFS Wealth Advisors's Commault Systems position peaked at $2.09K in Q2 2025.
430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.