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Marks Group Wealth Management’s Commault Systems CVLT Stock Holding History

Marks Group Wealth 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
Q2 		$274K Buy
+1,931
New +$207K 0.02% 325
2026
Q1 		– Sell
-1,931
Closed -$242K – 344
2025
Q4 		$242K Hold
1,931
– – 0.02% 311
2025
Q3 		$365K Hold
1,931
– – 0.03% 245
2025
Q2 		$337K Sell
1,931
-37
-2% -$6.32K 0.03% 258
2025
Q1 		$310K Sell
1,968
-37
-2% -$6.09K 0.03% 273
2024
Q4 		$303K Sell
2,005
-156
-7% -$25.1K 0.03% 256
2024
Q3 		$332K Hold
2,161
– – 0.03% 249
2024
Q2 		$263K Hold
2,161
– – 0.03% 272
2024
Q1 		$219K Buy
+2,161
New +$196K 0.02% 291

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marks Group Wealth Management's CVLT Position: Q2 2026 in Review

Marks Group Wealth Management opened a new position in Commault Systems (CVLT) in Q2 2026: 1,931 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #325 among its holdings. This is a return to the name: Marks Group Wealth Management previously reported a position in CVLT as recently as Q4 2025.

Marks Group Wealth Management first reported a position in CVLT in Q1 2024 and has held it in 9 quarters since. The position peaked at $365K in Q3 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Marks Group Wealth Management held 1,931 shares of Commault Systems worth $274K as of Q2 2026.
  • Commault Systems was a new Marks Group Wealth Management position in Q2 2026.
  • Commault Systems made up 0.02% of Marks Group Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Marks Group Wealth Management first reported a position in Commault Systems in Q1 2024 and has held it in 9 quarters since.
  • Marks Group Wealth Management's Commault Systems position peaked at $365K in Q3 2025.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.