Kestra Advisory Services’s Commault Systems CVLT Stock Holding History

Kestra Advisory Services’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	$834K	Buy	5,881 +581	+11%	+$62.4K	﹤0.01%	1967
2026 Q1	$413K	Sell	5,300 -450	-8%	-$42.7K	﹤0.01%	2383
2025 Q4	$721K	Sell	5,750 -30	-0.5%	-$4.22K	﹤0.01%	1886
2025 Q3	$1.09M	Buy	5,780 +92	+2%	+$16.6K	0.01%	1529
2025 Q2	$992K	Buy	5,688 +11	+0.2%	+$1.88K	﹤0.01%	1482
2025 Q1	$896K	Sell	5,677 -153	-3%	-$25.2K	﹤0.01%	1455
2024 Q4	$880K	Sell	5,830 -16	-0.3%	-$2.58K	﹤0.01%	1490
2024 Q3	$899K	Sell	5,846 -21	-0.4%	-$2.96K	0.01%	1385
2024 Q2	$713K	Sell	5,867 -204	-3%	-$21.9K	﹤0.01%	1530
2024 Q1	$616K	Sell	6,071 -1,004	-14%	-$90.8K	﹤0.01%	1532
2023 Q4	$565K	Sell	7,075 -1,000	-12%	-$71.5K	﹤0.01%	1444
2023 Q3	$546K	Buy	+8,075	New	+$573K	0.01%	1326

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

Kestra Advisory Services's CVLT Position: Q2 2026 in Review

Kestra Advisory Services increased its Commault Systems (CVLT) stake by 11% in Q2 2026, buying an estimated $62.4K and bringing the position to 5,881 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Kestra Advisory Services first reported a position in CVLT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Kestra Advisory Services held 5,881 shares of Commault Systems worth $834K as of Q2 2026.
Kestra Advisory Services bought 581 Commault Systems shares in Q2 2026, an estimated $62.4K.
Commault Systems made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1967 holding.
Kestra Advisory Services first reported a position in Commault Systems in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's Commault Systems position peaked at $1.09M in Q3 2025.
430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.