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Kestra Private Wealth Services’s Commault Systems CVLT Stock Holding History

Kestra Private Wealth 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
2025
Q4 		– Sell
-1,620
Closed -$306K – 1746
2025
Q3 		$306K Sell
1,620
-30
-2% -$5.41K ﹤0.01% 1352
2025
Q2 		$288K Buy
+1,650
New +$282K ﹤0.01% 1304
2025
Q1 		– Sell
-2,037
Closed -$307K – 1520
2024
Q4 		$307K Buy
2,037
+69
+4% +$11.1K 0.01% 1125
2024
Q3 		$303K Sell
1,968
-7
-0.4% -$986 0.01% 1081
2024
Q2 		$240K Buy
+1,975
New +$212K ﹤0.01% 1145

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Kestra Private Wealth Services's CVLT Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 1,620 shares — an estimated $306K sold.

Kestra Private Wealth Services first reported a position in CVLT in Q2 2024 and held it in 5 quarters. The position peaked at $307K in Q4 2024. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,620 Commault Systems shares in Q4 2025, an estimated $306K.
  • Kestra Private Wealth Services first reported a position in Commault Systems in Q2 2024 and held it in 5 quarters.
  • Kestra Private Wealth Services's Commault Systems position peaked at $307K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.