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Whipplewood Advisors’s Commault Systems CVLT Stock Holding History

Whipplewood 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
-21
Closed -$1.64K – 741
2026
Q1 		$1.64K Buy
+21
New +$1.99K ﹤0.01% 804
2025
Q3 		– Sell
-21
Closed -$3.66K – 513
2025
Q2 		$3.66K Sell
21
-150
-88% -$25.6K ﹤0.01% 755
2025
Q1 		$3.31K Buy
171
+146
+584% +$24K ﹤0.01% 779
2024
Q4 		$3.77K Buy
+25
New +$4.02K ﹤0.01% 751

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

Whipplewood Advisors's CVLT Position: Q2 2026 in Review

Whipplewood Advisors sold out of Commault Systems (CVLT) in Q2 2026, closing a stake of 21 shares — an estimated $1.64K sold.

Whipplewood Advisors first reported a position in CVLT in Q4 2024 and held it in 4 quarters. The position peaked at $3.77K in Q4 2024. 430 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

  • Whipplewood Advisors reported no remaining Commault Systems position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 21 Commault Systems shares in Q2 2026, an estimated $1.64K.
  • Whipplewood Advisors first reported a position in Commault Systems in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Commault Systems position peaked at $3.77K in Q4 2024.
  • 430 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.