Unique Wealth Strategies’s Commault Systems CVLT Stock Holding History

Unique Wealth Strategies’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	$769K	Buy	+5,429	New	+$583K	0.28%	92
2025 Q3	–	Sell	-3,262	Closed	-$569K	–	221
2025 Q2	$569K	Sell	3,262 -213	-6%	-$36.4K	0.24%	130
2025 Q1	$548K	Buy	3,475 +74	+2%	+$12.2K	0.25%	109
2024 Q4	$513K	Buy	3,401 +227	+7%	+$36.5K	0.22%	137
2024 Q3	$488K	Buy	+3,174	New	+$447K	0.21%	141

Other funds holding CVLT

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Unique Wealth Strategies's CVLT Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Commault Systems (CVLT) in Q2 2026: 5,429 shares worth $769K. The stake represents 0.28% of the portfolio and ranks #92 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in CVLT as recently as Q2 2025.

Unique Wealth Strategies first reported a position in CVLT in Q3 2024 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Unique Wealth Strategies held 5,429 shares of Commault Systems worth $769K as of Q2 2026.
Commault Systems was a new Unique Wealth Strategies position in Q2 2026.
Commault Systems made up 0.28% of Unique Wealth Strategies's portfolio in Q2 2026, its #92 holding.
Unique Wealth Strategies first reported a position in Commault Systems in Q3 2024 and has held it in 5 quarters since.
35 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.