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Pinnacle Wealth Planning Services’s Commault Systems CVLT Stock Holding History

Pinnacle Wealth Planning Services’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 		$45.4K Hold
320
– – ﹤0.01% 1339
2026
Q1 		$24.9K Buy
320
+74
+30% +$7.02K ﹤0.01% 1574
2025
Q4 		$30.8K Buy
+246
New +$34.6K ﹤0.01% 1502
2021
Q1 		– Sell
-228
Closed -$13K – 733
2020
Q4 		$13K Buy
+228
New +$10.7K ﹤0.01% 1302

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

Pinnacle Wealth Planning Services's CVLT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Commault Systems (CVLT) position steady in Q2 2026 at 320 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Pinnacle Wealth Planning Services first reported a position in CVLT in Q4 2020 and has held it in 4 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 320 shares of Commault Systems worth $45.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Commault Systems share count unchanged in Q2 2026.
  • Commault Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1339 holding.
  • Pinnacle Wealth Planning Services first reported a position in Commault Systems in Q4 2020 and has held it in 4 quarters since.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.