Pinnacle Wealth Management Advisory Group’s Commault Systems CVLT Stock Holding History

Pinnacle Wealth Management Advisory Group’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	-1,514	Closed	-$286K	–	525
2025 Q3	$286K	Hold	1,514	–	–	0.02%	325
2025 Q2	$264K	Buy	1,514 +115	+8%	+$19.6K	0.02%	319
2025 Q1	$221K	Sell	1,399 -170	-11%	-$28K	0.02%	328
2024 Q4	$237K	Buy	1,569 +10	+0.6%	+$1.61K	0.02%	319
2024 Q3	$240K	Buy	+1,559	New	+$220K	0.02%	315

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's CVLT Position: Q4 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 1,514 shares — an estimated $286K sold.

Pinnacle Wealth Management Advisory Group first reported a position in CVLT in Q3 2024 and held it in 5 quarters. The position peaked at $286K in Q3 2025. 390 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

Pinnacle Wealth Management Advisory Group reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 1,514 Commault Systems shares in Q4 2025, an estimated $286K.
Pinnacle Wealth Management Advisory Group first reported a position in Commault Systems in Q3 2024 and held it in 5 quarters.
Pinnacle Wealth Management Advisory Group's Commault Systems position peaked at $286K in Q3 2025.
390 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2025, filed 2 Feb 2026.