Key Financial Inc’s Commault Systems CVLT Stock Holding History

Key Financial Inc’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	$1.77K	Hold	13	–	–	﹤0.01%	1164
2026 Q1	$974	Hold	13	–	–	﹤0.01%	1254
2025 Q4	$1.57K	Hold	13	–	–	﹤0.01%	1207
2025 Q3	$2.32K	Hold	13	–	–	﹤0.01%	1171
2025 Q2	$2.18K	Hold	13	–	–	﹤0.01%	1176
2025 Q1	$1.97K	Hold	13	–	–	﹤0.01%	1146
2024 Q4	$1.89K	Hold	13	–	–	﹤0.01%	1158
2024 Q3	$1.92K	Sell	13 -12	-48%	-$1.69K	﹤0.01%	1115
2024 Q2	$3.04K	Hold	25	–	–	﹤0.01%	1058
2024 Q1	$2.54K	Hold	25	–	–	﹤0.01%	1066
2023 Q4	$2K	Hold	25	–	–	﹤0.01%	1105
2023 Q3	$1.69K	Hold	25	–	–	﹤0.01%	1135
2023 Q2	$1.82K	Hold	25	–	–	﹤0.01%	1174
2023 Q1	$1.42K	Buy	+25	New	+$1.49K	﹤0.01%	993

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

Key Financial Inc's CVLT Position: Q2 2026 in Review

Key Financial Inc held its Commault Systems (CVLT) position steady in Q2 2026 at 13 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Key Financial Inc first reported a position in CVLT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.04K in Q2 2024. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Key Financial Inc held 13 shares of Commault Systems worth $1.77K as of Q2 2026.
Key Financial Inc left its Commault Systems share count unchanged in Q2 2026.
Commault Systems made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1164 holding.
Key Financial Inc first reported a position in Commault Systems in Q1 2023 and has held it in 14 quarters since.
Key Financial Inc's Commault Systems position peaked at $3.04K in Q2 2024.
430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.