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Summit Securities Group’s Commault Systems CVLT Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-90
Closed -$14.2K – 1147
2025
Q1 		$14.2K Buy
+90
New +$14.8K ﹤0.01% 511
2022
Q4 		– Sell
-25
Closed -$1K – 1197
2022
Q3 		$1K Buy
+25
New +$1.42K ﹤0.01% 880
2016
Q2 		– Sell
-5,900
Closed -$255K – 257
2016
Q1 		$255K Buy
+5,900
New +$218K 0.18% 110

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Securities Group's CVLT Position: Q2 2025 in Review

Summit Securities Group sold out of Commault Systems (CVLT) in Q2 2025, closing a stake of 90 shares — an estimated $14.2K sold.

Summit Securities Group first reported a position in CVLT in Q1 2016 and held it in 3 quarters. The position peaked at $255K in Q1 2016. 459 funds tracked by Wall St. Rank hold CVLT as of Q2 2025.

  • Summit Securities Group reported no remaining Commault Systems position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 90 Commault Systems shares in Q2 2025, an estimated $14.2K.
  • Summit Securities Group first reported a position in Commault Systems in Q1 2016 and held it in 3 quarters.
  • Summit Securities Group's Commault Systems position peaked at $255K in Q1 2016.
  • 459 funds tracked by Wall St. Rank held Commault Systems as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.