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Ulland Investment Advisors’s Commault Systems CVLT Stock Holding History

Ulland Investment 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
2026
Q2 		– Sell
-4,147
Closed -$323K – 228
2026
Q1 		$323K Sell
4,147
-1,548
-27% -$147K 0.28% 56
2025
Q4 		$714K Sell
5,695
-199
-3% -$28K 0.57% 34
2025
Q3 		$1.11M Sell
5,894
-58
-1% -$10.5K 0.84% 26
2025
Q2 		$1.04M Sell
5,952
-148
-2% -$25.3K 0.79% 29
2025
Q1 		$962K Sell
6,100
-369
-6% -$60.7K 0.8% 29
2024
Q4 		$976K Buy
6,469
+20
+0.3% +$3.22K 0.62% 28
2024
Q3 		$992K Buy
6,449
+893
+16% +$126K 0.73% 29
2024
Q2 		$675K Buy
5,556
+3,778
+212% +$406K 0.47% 33
2024
Q1 		$180K Buy
+1,778
New +$161K 0.14% 65

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

Ulland Investment Advisors's CVLT Position: Q2 2026 in Review

Ulland Investment Advisors sold out of Commault Systems (CVLT) in Q2 2026, closing a stake of 4,147 shares — an estimated $323K sold.

Ulland Investment Advisors first reported a position in CVLT in Q1 2024 and held it in 9 quarters. The position peaked at $1.11M in Q3 2025. 431 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Ulland Investment Advisors reported no remaining Commault Systems position as of Q2 2026 after selling out during the quarter.
  • Ulland Investment Advisors sold 4,147 Commault Systems shares in Q2 2026, an estimated $323K.
  • Ulland Investment Advisors first reported a position in Commault Systems in Q1 2024 and held it in 9 quarters.
  • Ulland Investment Advisors's Commault Systems position peaked at $1.11M in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.