RFP
CVLT icon

Root Financial Partners’s Commault Systems CVLT Stock Holding History

Root Financial Partners’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 		– Sell
-198
Closed -$15.4K – 1055
2026
Q1 		$15.4K Buy
198
+156
+371% +$14.8K ﹤0.01% 1469
2025
Q4 		$5.26K Sell
42
-18
-30% -$2.53K ﹤0.01% 1751
2025
Q3 		$11.3K Buy
+60
New +$10.8K ﹤0.01% 1405

Other funds holding CVLT

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Root Financial Partners's CVLT Position: Q2 2026 in Review

Root Financial Partners sold out of Commault Systems (CVLT) in Q2 2026, closing a stake of 198 shares — an estimated $15.4K sold.

Root Financial Partners first reported a position in CVLT in Q3 2025 and held it in 3 quarters. The position peaked at $15.4K in Q1 2026. 113 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Root Financial Partners reported no remaining Commault Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 198 Commault Systems shares in Q2 2026, an estimated $15.4K.
  • Root Financial Partners first reported a position in Commault Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Commault Systems position peaked at $15.4K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.