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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CVLT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CVLT Position History
Commvault Systems, Inc. • Technology
Quarters held
6
Latest value
$2M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $522K |
| Q4 2025 | $182K |
| Q1 2026 | $375K |
| Q2 2026 | $2.7M |
| Q3 2026 | $31K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 19.9K | — | — |
| Q3 2026 | $31K | 13.1K | — | — |
| Q2 2026 | $2.7M | 24.9K | — | — |
| Q1 2026 | $375K | 10.2K | — | — |
| Q4 2025 | $182K | 1.4K | — | — |
| Q3 2025 | $522K | 3.1K | — | — |
Other funds holding CVLT
$424.8M
$258.7M
$238.8M
$238.8M
$232.7M
$208.4M
$208.4M
$208.4M