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Sequoia Financial Advisors’s Commault Systems CVLT Stock Holding History

Sequoia Financial Advisors’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 		$537K Buy
+3,792
New +$407K ﹤0.01% 1304
2025
Q4 		– Sell
-1,593
Closed -$301K – 1943
2025
Q3 		$301K Buy
+1,593
New +$287K ﹤0.01% 1396

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

Sequoia Financial Advisors's CVLT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Commault Systems (CVLT) in Q2 2026: 3,792 shares worth $537K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in CVLT as recently as Q3 2025.

Sequoia Financial Advisors first reported a position in CVLT in Q3 2025 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Sequoia Financial Advisors held 3,792 shares of Commault Systems worth $537K as of Q2 2026.
  • Commault Systems was a new Sequoia Financial Advisors position in Q2 2026.
  • Commault Systems made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1304 holding.
  • Sequoia Financial Advisors first reported a position in Commault Systems in Q3 2025 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.