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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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 $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mount Yale Investment Advisors's CVLT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Commault Systems (CVLT) in Q1 2026: 3,108 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CVLT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CVLT in Q2 2021 and has held it in 16 quarters since. The position peaked at $425K in Q1 2024. 381 funds tracked by Wall St. Rank hold CVLT as of Q1 2026.

  • Mount Yale Investment Advisors held 3,108 shares of Commault Systems worth $242K as of Q1 2026.
  • Commault Systems was a new Mount Yale Investment Advisors position in Q1 2026.
  • Commault Systems made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #986 holding.
  • Mount Yale Investment Advisors first reported a position in Commault Systems in Q2 2021 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Commault Systems position peaked at $425K in Q1 2024.
  • 381 funds tracked by Wall St. Rank held Commault Systems as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.