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One Wealth Advisors’s Commault Systems CVLT Stock Holding History

One Wealth 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
2025
Q3 		– Sell
-2,607
Closed -$454K – 309
2025
Q2 		$454K Sell
2,607
-441
-14% -$75.3K 0.06% 164
2025
Q1 		$481K Sell
3,048
-129
-4% -$21.2K 0.07% 150
2024
Q4 		$479K Sell
3,177
-15
-0.5% -$2.41K 0.07% 124
2024
Q3 		$491K Sell
3,192
-120
-4% -$16.9K 0.08% 131
2024
Q2 		$501K Buy
+3,312
New +$356K 0.11% 98
2023
Q1 		– Sell
-1,372
Closed -$86.2K – 289
2022
Q4 		$86.2K Buy
+1,372
New +$85.1K 0.02% 315
2019
Q2 		– Sell
-42
Closed -$3K – 195
2019
Q1 		$3K Buy
+42
New +$2.71K ﹤0.01% 428

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

One Wealth Advisors's CVLT Position: Q3 2025 in Review

One Wealth Advisors sold out of Commault Systems (CVLT) in Q3 2025, closing a stake of 2,607 shares — an estimated $454K sold.

One Wealth Advisors first reported a position in CVLT in Q1 2019 and held it in 7 quarters. The position peaked at $501K in Q2 2024. 446 funds tracked by Wall St. Rank hold CVLT as of Q3 2025.

  • One Wealth Advisors reported no remaining Commault Systems position as of Q3 2025 after selling out during the quarter.
  • One Wealth Advisors sold 2,607 Commault Systems shares in Q3 2025, an estimated $454K.
  • One Wealth Advisors first reported a position in Commault Systems in Q1 2019 and held it in 7 quarters.
  • One Wealth Advisors's Commault Systems position peaked at $501K in Q2 2024.
  • 446 funds tracked by Wall St. Rank held Commault Systems as of Q3 2025.

Based on One Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.