NewEdge Advisors’s Commault Systems CVLT Stock Holding History

NewEdge 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	$215K	Buy	+1,519	New	+$163K	﹤0.01%	2720
2026 Q1	–	Sell	-1,231	Closed	-$154K	–	4201
2025 Q4	$154K	Buy	1,231 +22	+2%	+$3.1K	﹤0.01%	2654
2025 Q3	$228K	Sell	1,209 -78	-6%	-$14.1K	﹤0.01%	2349
2025 Q2	$224K	Sell	1,287 -2,845	-69%	-$486K	﹤0.01%	2169
2025 Q1	$652K	Sell	4,132 -380	-8%	-$62.5K	﹤0.01%	1426
2024 Q4	$681K	Buy	4,512 +2,872	+175%	+$462K	﹤0.01%	1365
2024 Q3	$252K	Sell	1,640 -14	-0.8%	-$1.97K	﹤0.01%	1898
2024 Q2	$201K	Buy	+1,654	New	+$178K	﹤0.01%	1918
2023 Q1	–	Sell	-21	Closed	-$1K	–	3566
2022 Q4	$1K	Buy	+21	New	+$1.3K	﹤0.01%	3031

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

NewEdge Advisors's CVLT Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Commault Systems (CVLT) in Q2 2026: 1,519 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2720 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in CVLT as recently as Q4 2025.

NewEdge Advisors first reported a position in CVLT in Q4 2022 and has held it in 9 quarters since. The position peaked at $681K in Q4 2024. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

NewEdge Advisors held 1,519 shares of Commault Systems worth $215K as of Q2 2026.
Commault Systems was a new NewEdge Advisors position in Q2 2026.
Commault Systems made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2720 holding.
NewEdge Advisors first reported a position in Commault Systems in Q4 2022 and has held it in 9 quarters since.
NewEdge Advisors's Commault Systems position peaked at $681K in Q4 2024.
430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

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