Planning Strategies Inc.’s Commault Systems CVLT Stock Holding History

Planning Strategies Inc.’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	$142	Buy	+1	New	+$107	﹤0.01%	1014

Other funds holding CVLT

CAM

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

FWIA

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

TAM

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

Planning Strategies Inc.'s CVLT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Commault Systems (CVLT) in Q2 2026: 1 share worth $142. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings.

97 funds tracked by Wall St. Rank hold CVLT as of Q2 2026.

Planning Strategies Inc. held 1 share of Commault Systems worth $142 as of Q2 2026.
Commault Systems was a new Planning Strategies Inc. position in Q2 2026.
Commault Systems made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1014 holding.
97 funds tracked by Wall St. Rank held Commault Systems as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.