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SHP Wealth Management’s Commault Systems CVLT Stock Holding History

SHP 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
2026
Q2 		$709 Buy
5
+4
+400% +$430 ﹤0.01% 1694
2026
Q1 		$78 Buy
+1
New +$95 ﹤0.01% 1779

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 $3.38T AUM 44.17% 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

SHP Wealth Management's CVLT Position: Q2 2026 in Review

SHP Wealth Management increased its Commault Systems (CVLT) stake by 400% in Q2 2026, buying an estimated $430 and bringing the position to 5 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

SHP Wealth Management first reported a position in CVLT in Q1 2026 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • SHP Wealth Management held 5 shares of Commault Systems worth $709 as of Q2 2026.
  • SHP Wealth Management bought 4 Commault Systems shares in Q2 2026, an estimated $430.
  • Commault Systems made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1694 holding.
  • SHP Wealth Management first reported a position in Commault Systems in Q1 2026 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.