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Pinnacle Wealth Management’s Commault Systems CVLT Stock Holding History

Pinnacle Wealth 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
Q2 		– Sell
-4,325
Closed -$682K – 45
2025
Q1 		$682K Buy
+4,325
New +$712K 0.77% 27

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Invesco
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State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Management's CVLT Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of Commault Systems (CVLT) in Q2 2025, closing a stake of 4,325 shares — an estimated $682K sold.

Pinnacle Wealth Management first reported a position in CVLT in Q1 2025 and held it in 1 quarter. The position peaked at $682K in Q1 2025. 459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining Commault Systems position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 4,325 Commault Systems shares in Q2 2025, an estimated $682K.
  • Pinnacle Wealth Management first reported a position in Commault Systems in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's Commault Systems position peaked at $682K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.