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Sheets Smith Wealth Management’s Commault Systems CVLT Stock Holding History

Sheets Smith Wealth Management’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
2025
Q4 		– Sell
-1,106
Closed -$209K – 397
2025
Q3 		$209K Buy
+1,106
New +$199K 0.02% 390
2021
Q4 		– Sell
-6,965
Closed -$525K – 380
2021
Q3 		$525K Sell
6,965
-64
-0.9% -$4.96K 0.07% 213
2021
Q2 		$549K Buy
+7,029
New +$511K 0.07% 211

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sheets Smith Wealth Management's CVLT Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 1,106 shares — an estimated $209K sold.

Sheets Smith Wealth Management first reported a position in CVLT in Q2 2021 and held it in 3 quarters. The position peaked at $549K in Q2 2021. 389 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,106 Commault Systems shares in Q4 2025, an estimated $209K.
  • Sheets Smith Wealth Management first reported a position in Commault Systems in Q2 2021 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Commault Systems position peaked at $549K in Q2 2021.
  • 389 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.