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NewEdge Wealth’s Commault Systems CVLT Stock Holding History

NewEdge Wealth’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 		$545K Buy
3,844
+786
+26% +$84.4K 0.01% 834
2026
Q1 		$238K Sell
3,058
-2,924
-49% -$277K ﹤0.01% 1031
2025
Q4 		$750K Buy
5,982
+80
+1% +$11.3K 0.01% 705
2025
Q3 		$759K Sell
5,902
-1,714
-23% -$309K 0.01% 633
2025
Q2 		$1.41M Buy
7,616
+6,067
+392% +$1.04M 0.02% 456
2025
Q1 		$244K Sell
1,549
-550
-26% -$90.5K ﹤0.01% 822
2024
Q4 		$317K Sell
2,099
-110
-5% -$17.7K 0.01% 746
2024
Q3 		$340K Buy
+2,209
New +$311K 0.01% 698
2021
Q2 		– Sell
-5,180
Closed -$334K – 285
2021
Q1 		$334K Buy
+5,180
New +$329K 0.03% 248

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

NewEdge Wealth's CVLT Position: Q2 2026 in Review

NewEdge Wealth increased its Commault Systems (CVLT) stake by 26% in Q2 2026, buying an estimated $84.4K and bringing the position to 3,844 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #834.

NewEdge Wealth first reported a position in CVLT in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.41M in Q2 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • NewEdge Wealth held 3,844 shares of Commault Systems worth $545K as of Q2 2026.
  • NewEdge Wealth bought 786 Commault Systems shares in Q2 2026, an estimated $84.4K.
  • Commault Systems made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #834 holding.
  • NewEdge Wealth first reported a position in Commault Systems in Q1 2021 and has held it in 9 quarters since.
  • NewEdge Wealth's Commault Systems position peaked at $1.41M in Q2 2025.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.