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Wealth Preservation Advisors’s Commault Systems CVLT Stock Holding History

Wealth Preservation 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
-47
Closed -$3.66K – 289
2026
Q1 		$3.66K Buy
+47
New +$4.46K ﹤0.01% 528

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

Wealth Preservation Advisors's CVLT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Commault Systems (CVLT) in Q2 2026, closing a stake of 47 shares — an estimated $3.66K sold.

Wealth Preservation Advisors first reported a position in CVLT in Q1 2026 and held it in 1 quarter. The position peaked at $3.66K in Q1 2026. 431 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Commault Systems position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 47 Commault Systems shares in Q2 2026, an estimated $3.66K.
  • Wealth Preservation Advisors first reported a position in Commault Systems in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Commault Systems position peaked at $3.66K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.