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Occidental Asset Management’s Commault Systems CVLT Stock Holding History

Occidental Asset Management’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
2025
Q4 		– Sell
-2,218
Closed -$419K – 303
2025
Q3 		$419K Buy
2,218
+174
+9% +$31.4K 0.05% 179
2025
Q2 		$356K Buy
2,044
+113
+6% +$19.3K 0.05% 178
2025
Q1 		$305K Buy
+1,931
New +$318K 0.05% 186

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Occidental Asset Management's CVLT Position: Q4 2025 in Review

Occidental Asset Management sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 2,218 shares — an estimated $419K sold.

Occidental Asset Management first reported a position in CVLT in Q1 2025 and held it in 3 quarters. The position peaked at $419K in Q3 2025. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • Occidental Asset Management reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • Occidental Asset Management sold 2,218 Commault Systems shares in Q4 2025, an estimated $419K.
  • Occidental Asset Management first reported a position in Commault Systems in Q1 2025 and held it in 3 quarters.
  • Occidental Asset Management's Commault Systems position peaked at $419K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Occidental Asset Management's 13F filing for Q4 2025, filed 8 Jan 2026.