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U.S. Capital Wealth Advisors’s Commault Systems CVLT Stock Holding History

U.S. Capital Wealth Advisors’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
Q4 		– Sell
-2,042
Closed -$385K – 994
2025
Q3 		$385K Buy
2,042
+42
+2% +$7.57K 0.01% 696
2025
Q2 		$349K Buy
+2,000
New +$341K 0.01% 685
2024
Q4 		– Sell
-3,950
Closed -$608K – 813
2024
Q3 		$608K Buy
+3,950
New +$556K 0.02% 436

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's CVLT Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 2,042 shares — an estimated $385K sold.

U.S. Capital Wealth Advisors first reported a position in CVLT in Q3 2024 and held it in 3 quarters. The position peaked at $608K in Q3 2024. 389 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • U.S. Capital Wealth Advisors reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,042 Commault Systems shares in Q4 2025, an estimated $385K.
  • U.S. Capital Wealth Advisors first reported a position in Commault Systems in Q3 2024 and held it in 3 quarters.
  • U.S. Capital Wealth Advisors's Commault Systems position peaked at $608K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.