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Planning Strategies’s Commault Systems CVLT Stock Holding History

Planning Strategies’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 		$142 Buy
+1
New +$107 ﹤0.01% 1014

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

Planning Strategies's CVLT Position: Q2 2026 in Review

Planning Strategies opened a new position in Commault Systems (CVLT) in Q2 2026: 1 share worth $142. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings.

407 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Planning Strategies held 1 share of Commault Systems worth $142 as of Q2 2026.
  • Commault Systems was a new Planning Strategies position in Q2 2026.
  • Commault Systems made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1014 holding.
  • 407 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.