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Wealthspire Advisors (New York)’s Commault Systems CVLT Stock Holding History

Wealthspire Advisors (New York)’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
-103
Closed -$19.4K – 1456
2025
Q3 		$19.4K Buy
+103
New +$18.6K ﹤0.01% 1699

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
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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

Wealthspire Advisors (New York)'s CVLT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Commault Systems (CVLT) in Q4 2025, closing a stake of 103 shares — an estimated $19.4K sold.

Wealthspire Advisors (New York) first reported a position in CVLT in Q3 2025 and held it in 1 quarter. The position peaked at $19.4K in Q3 2025. 389 funds tracked by Wall St. Rank hold CVLT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Commault Systems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 103 Commault Systems shares in Q4 2025, an estimated $19.4K.
  • Wealthspire Advisors (New York) first reported a position in Commault Systems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Commault Systems position peaked at $19.4K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held Commault Systems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.