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True Wealth Design’s Commault Systems CVLT Stock Holding History

True Wealth Design’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 		$81.1K Buy
572
+373
+187% +$40.1K 0.02% 321
2026
Q1 		$15.5K Buy
+199
New +$18.9K ﹤0.01% 817
2025
Q4 		– Sell
-286
Closed -$54K – 2626
2025
Q3 		$54K Buy
286
+203
+245% +$36.6K 0.02% 301
2025
Q2 		$14.5K Buy
83
+1
+1% +$171 0.01% 468
2025
Q1 		$12.9K Buy
82
+3
+4% +$494 ﹤0.01% 414
2024
Q4 		$11.9K Buy
79
+6
+8% +$966 ﹤0.01% 394
2024
Q3 		$11.2K Buy
+73
New +$10.3K ﹤0.01% 401

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 $3.37T AUM 44.26% 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

True Wealth Design's CVLT Position: Q2 2026 in Review

True Wealth Design increased its Commault Systems (CVLT) stake by 187% in Q2 2026, buying an estimated $40.1K and bringing the position to 572 shares worth $81.1K. The position accounts for 0.02% of the portfolio, ranked #321.

True Wealth Design first reported a position in CVLT in Q3 2024 and has held it in 7 quarters since. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • True Wealth Design held 572 shares of Commault Systems worth $81.1K as of Q2 2026.
  • True Wealth Design bought 373 Commault Systems shares in Q2 2026, an estimated $40.1K.
  • Commault Systems made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #321 holding.
  • True Wealth Design first reported a position in Commault Systems in Q3 2024 and has held it in 7 quarters since.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.