Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Commault Systems CVLT Stock Holding History

Steward Partners Investment Advisory’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 		$104K Sell
733
-51
-7% -$5.48K ﹤0.01% 2566
2026
Q1 		$61.1K Buy
784
+361
+85% +$34.2K ﹤0.01% 2677
2025
Q4 		$53K Sell
423
-413
-49% -$58.1K ﹤0.01% 2640
2025
Q3 		$158K Buy
836
+302
+57% +$54.5K ﹤0.01% 1981
2025
Q2 		$93.1K Sell
534
-49
-8% -$8.36K ﹤0.01% 2151
2025
Q1 		$92K Sell
583
-132
-18% -$21.7K ﹤0.01% 2060
2024
Q4 		$108K Buy
715
+31
+5% +$4.99K ﹤0.01% 1935
2024
Q3 		$105K Buy
684
+669
+4,460% +$94.2K ﹤0.01% 1851
2024
Q2 		$1.82K Buy
+15
New +$1.61K ﹤0.01% 3299
2021
Q1 		– Sell
-5,109
Closed -$283K – 3431
2020
Q4 		$283K Buy
+5,109
New +$239K 0.01% 936

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

Steward Partners Investment Advisory's CVLT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Commault Systems (CVLT) stake by 6.5% in Q2 2026, selling an estimated $5.48K and leaving 733 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Steward Partners Investment Advisory first reported a position in CVLT in Q4 2020 and has held it in 10 quarters since. The position peaked at $283K in Q4 2020. 431 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Steward Partners Investment Advisory held 733 shares of Commault Systems worth $104K as of Q2 2026.
  • Steward Partners Investment Advisory sold 51 Commault Systems shares in Q2 2026, an estimated $5.48K.
  • Commault Systems made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2566 holding.
  • Steward Partners Investment Advisory first reported a position in Commault Systems in Q4 2020 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Commault Systems position peaked at $283K in Q4 2020.
  • 431 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.