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 Q3	$150	Hold	1	–	–	﹤0.01%	1094
2026 Q2	$142	Buy	+1	New	+$107	﹤0.01%	1014

Other funds holding CVLT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Planning Strategies's CVLT Position: Q3 2026 in Review

Planning Strategies held its Commault Systems (CVLT) position steady in Q3 2026 at 1 share worth $150. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Planning Strategies first reported a position in CVLT in Q2 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

Planning Strategies held 1 share of Commault Systems worth $150 as of Q3 2026.
Planning Strategies left its Commault Systems share count unchanged in Q3 2026.
Commault Systems made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #1094 holding.
Planning Strategies first reported a position in Commault Systems in Q2 2026 and has held it in 2 quarters since.
360 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.