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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return