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Portside Wealth Group’s Commault Systems CVLT Stock Holding History

Portside Wealth 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
2026
Q2 		$843K Buy
5,950
+763
+15% +$82K 0.1% 220
2026
Q1 		$404K Sell
5,187
-128
-2% -$12.1K 0.05% 300
2025
Q4 		$666K Buy
5,315
+466
+10% +$65.6K 0.09% 207
2025
Q3 		$915K Buy
4,849
+617
+15% +$111K 0.13% 173
2025
Q2 		$738K Hold
4,232
– – 0.11% 197
2025
Q1 		$668K Buy
4,232
+426
+11% +$70.1K 0.11% 198
2024
Q4 		$574K Buy
3,806
+518
+16% +$83.4K 0.1% 209
2024
Q3 		$506K Buy
+3,288
New +$463K 0.09% 224

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

Portside Wealth Group's CVLT Position: Q2 2026 in Review

Portside Wealth Group increased its Commault Systems (CVLT) stake by 15% in Q2 2026, buying an estimated $82K and bringing the position to 5,950 shares worth $843K. The position accounts for 0.1% of the portfolio, ranked #220.

Portside Wealth Group first reported a position in CVLT in Q3 2024 and has held it in 8 quarters since. The position peaked at $915K in Q3 2025. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Portside Wealth Group held 5,950 shares of Commault Systems worth $843K as of Q2 2026.
  • Portside Wealth Group bought 763 Commault Systems shares in Q2 2026, an estimated $82K.
  • Commault Systems made up 0.1% of Portside Wealth Group's portfolio in Q2 2026, its #220 holding.
  • Portside Wealth Group first reported a position in Commault Systems in Q3 2024 and has held it in 8 quarters since.
  • Portside Wealth Group's Commault Systems position peaked at $915K in Q3 2025.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.