Abound Wealth Management’s Covista Inc CVSA Stock Holding History

Abound Wealth Management’s Portfolio CVSA Stock Details CVSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$250	Hold	2	–	–	﹤0.01%	1067
2026 Q1	$231	Hold	2	–	–	﹤0.01%	1193
2025 Q4	$207	Hold	2	–	–	﹤0.01%	1169
2025 Q3	$309	Hold	2	–	–	﹤0.01%	999
2025 Q2	$255	Hold	2	–	–	﹤0.01%	962
2025 Q1	$202	Sell	2 -2	-50%	-$199	﹤0.01%	980
2024 Q4	$364	Hold	4	–	–	﹤0.01%	840
2024 Q3	$302	Sell	4 -1	-20%	-$74	﹤0.01%	983
2024 Q2	$342	Hold	5	–	–	﹤0.01%	935
2024 Q1	$257	Hold	5	–	–	﹤0.01%	1197
2023 Q4	$295	Sell	5 -1	-17%	-$53	﹤0.01%	1168
2023 Q3	$258	Hold	6	–	–	﹤0.01%	1058
2023 Q2	$207	Buy	+6	New	+$240	﹤0.01%	1150

Other funds holding CVSA

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Abound Wealth Management's CVSA Position: Q2 2026 in Review

Abound Wealth Management held its Covista Inc (CVSA) position steady in Q2 2026 at 2 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Abound Wealth Management first reported a position in CVSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $364 in Q4 2024. 31 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

Abound Wealth Management held 2 shares of Covista Inc worth $250 as of Q2 2026.
Abound Wealth Management left its Covista Inc share count unchanged in Q2 2026.
Covista Inc made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1067 holding.
Abound Wealth Management first reported a position in Covista Inc in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Covista Inc position peaked at $364 in Q4 2024.
31 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.