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Measured Wealth Private Client Group’s Commault Systems CVLT Stock Holding History

Measured Wealth Private Client Group’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
-308
Closed -$38.6K – 736
2025
Q4 		$38.6K Hold
308
– – 0.01% 347
2025
Q3 		$58.1K Buy
+308
New +$55.5K 0.02% 284
2024
Q4 		– Sell
-2,683
Closed -$413K – 184
2024
Q3 		$413K Sell
2,683
-239
-8% -$33.7K 0.14% 97
2024
Q2 		$355K Buy
+2,922
New +$314K 0.12% 130

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Measured Wealth Private Client Group's CVLT Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Commault Systems (CVLT) in Q1 2026, closing a stake of 308 shares — an estimated $38.6K sold.

Measured Wealth Private Client Group first reported a position in CVLT in Q2 2024 and held it in 4 quarters. The position peaked at $413K in Q3 2024. 383 funds tracked by Wall St. Rank hold CVLT as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Commault Systems position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 308 Commault Systems shares in Q1 2026, an estimated $38.6K.
  • Measured Wealth Private Client Group first reported a position in Commault Systems in Q2 2024 and held it in 4 quarters.
  • Measured Wealth Private Client Group's Commault Systems position peaked at $413K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held Commault Systems as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.