Action Point Financial Planning’s Covista Inc CVSA Stock Holding History

Action Point Financial Planning’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	$3.74K	Buy	+32	New	+$3.86K	﹤0.01%	1951

Other funds holding CVSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Action Point Financial Planning's CVSA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Covista Inc (CVSA) in Q2 2026: 32 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings.

374 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

Action Point Financial Planning held 32 shares of Covista Inc worth $3.74K as of Q2 2026.
Covista Inc was a new Action Point Financial Planning position in Q2 2026.
Covista Inc made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1951 holding.
374 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.