Private Wealth Management Group’s Commault Systems CVLT Stock Holding History

Private Wealth Management 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	$207K	Buy	1,459 +1,427	+4,459%	+$153K	0.05%	108
2026 Q1	$2.49K	Sell	32 -28	-47%	-$2.66K	﹤0.01%	1012
2025 Q4	$7.52K	Buy	60 +13	+28%	+$1.83K	﹤0.01%	610
2025 Q3	$8.87K	Hold	47	–	–	﹤0.01%	553
2025 Q2	$8.19K	Hold	47	–	–	﹤0.01%	559
2025 Q1	$7.42K	Hold	47	–	–	﹤0.01%	581
2024 Q4	$7.09K	Buy	47 +12	+34%	+$1.93K	﹤0.01%	603
2024 Q3	$5.38K	Hold	35	–	–	﹤0.01%	701
2024 Q2	$4.25K	Hold	35	–	–	﹤0.01%	764
2024 Q1	$3.55K	Hold	35	–	–	﹤0.01%	747
2023 Q4	$2.79K	Buy	+35	New	+$2.5K	﹤0.01%	833

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Management Group's CVLT Position: Q2 2026 in Review

Private Wealth Management Group increased its Commault Systems (CVLT) stake by 4,459% in Q2 2026, buying an estimated $153K and bringing the position to 1,459 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #108.

Private Wealth Management Group first reported a position in CVLT in Q4 2023 and has held it in 11 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Private Wealth Management Group held 1,459 shares of Commault Systems worth $207K as of Q2 2026.
Private Wealth Management Group bought 1,427 Commault Systems shares in Q2 2026, an estimated $153K.
Commault Systems made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #108 holding.
Private Wealth Management Group first reported a position in Commault Systems in Q4 2023 and has held it in 11 quarters since.
430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.