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Journey Retirement Planning & Investment Management’s Commault Systems CVLT Stock Holding History

Journey Retirement Planning & Investment Management’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
Q1 		– Sell
-1,650
Closed -$207K – 160
2025
Q4 		$207K Buy
+1,650
New +$232K 0.04% 243

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Journey Retirement Planning & Investment Management's CVLT Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Commault Systems (CVLT) in Q1 2026, closing a stake of 1,650 shares — an estimated $207K sold.

Journey Retirement Planning & Investment Management first reported a position in CVLT in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 381 funds tracked by Wall St. Rank hold CVLT as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Commault Systems position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,650 Commault Systems shares in Q1 2026, an estimated $207K.
  • Journey Retirement Planning & Investment Management first reported a position in Commault Systems in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Commault Systems position peaked at $207K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Commault Systems as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.