BWP
CVSA

Balboa Wealth Partners’s Covista Inc CVSA Stock Holding History

Balboa Wealth Partners’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 		$310K Sell
2,483
-11
-0.4% -$1.33K 0.04% 340
2026
Q1 		$287K Buy
+2,494
New +$266K 0.05% 317
2025
Q4 		– Sell
-1,401
Closed -$216K – 434
2025
Q3 		$216K Buy
+1,401
New +$179K 0.04% 340

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Balboa Wealth Partners's CVSA Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Covista Inc (CVSA) stake by 0.44% in Q2 2026, selling an estimated $1.33K and leaving 2,483 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #340.

Balboa Wealth Partners first reported a position in CVSA in Q3 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Balboa Wealth Partners held 2,483 shares of Covista Inc worth $310K as of Q2 2026.
  • Balboa Wealth Partners sold 11 Covista Inc shares in Q2 2026, an estimated $1.33K.
  • Covista Inc made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #340 holding.
  • Balboa Wealth Partners first reported a position in Covista Inc in Q3 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.