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Mount Yale Investment Advisors’s Commault Systems CVLT Stock Holding History

Mount Yale Investment Advisors’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 		– Sell
-3,108
Closed -$242K – 1215
2026
Q1 		$242K Buy
+3,108
New +$295K 0.01% 986
2025
Q3 		– Sell
-1,570
Closed -$274K – 877
2025
Q2 		$274K Buy
1,570
+31
+2% +$5.29K 0.02% 483
2025
Q1 		$243K Buy
+1,539
New +$253K 0.02% 482
2024
Q4 		– Sell
-2,355
Closed -$362K – 567
2024
Q3 		$362K Sell
2,355
-929
-28% -$131K 0.03% 387
2024
Q2 		$399K Sell
3,284
-904
-22% -$97.1K 0.03% 382
2024
Q1 		$425K Sell
4,188
-37
-0.9% -$3.35K 0.03% 388
2023
Q4 		$337K Buy
4,225
+754
+22% +$53.9K 0.03% 392
2023
Q3 		$235K Sell
3,471
-84
-2% -$5.96K 0.03% 444
2023
Q2 		$258K Sell
3,555
-309
-8% -$20.1K 0.03% 422
2023
Q1 		$219K Buy
+3,864
New +$230K 0.02% 443
2022
Q4 		– Sell
-3,961
Closed -$210K – 462
2022
Q3 		$210K Sell
3,961
-51
-1% -$2.89K 0.03% 411
2022
Q2 		$252K Buy
4,012
+350
+10% +$21.7K 0.03% 396
2022
Q1 		$243K Buy
3,662
+507
+16% +$33.3K 0.03% 412
2021
Q4 		$217K Sell
3,155
-654
-17% -$44.6K 0.02% 438
2021
Q3 		$287K Buy
3,809
+587
+18% +$45.5K 0.03% 360
2021
Q2 		$252K Buy
+3,222
New +$234K 0.03% 365

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CVLT Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Commault Systems (CVLT) in Q2 2026, closing a stake of 3,108 shares — an estimated $242K sold.

Mount Yale Investment Advisors first reported a position in CVLT in Q2 2021 and held it in 16 quarters. The position peaked at $425K in Q1 2024. 431 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Commault Systems position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,108 Commault Systems shares in Q2 2026, an estimated $242K.
  • Mount Yale Investment Advisors first reported a position in Commault Systems in Q2 2021 and held it in 16 quarters.
  • Mount Yale Investment Advisors's Commault Systems position peaked at $425K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.