Ballentine Partners’s Covista Inc CVSA Stock Holding History

Ballentine 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
2025 Q4	–	Sell	-1,329	Closed	-$205K	–	1016
2025 Q3	$205K	Buy	+1,329	New	+$170K	﹤0.01%	904

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ballentine Partners's CVSA Position: Q4 2025 in Review

Ballentine Partners sold out of Covista Inc (CVSA) in Q4 2025, closing a stake of 1,329 shares — an estimated $205K sold.

Ballentine Partners first reported a position in CVSA in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 372 funds tracked by Wall St. Rank hold CVSA as of Q4 2025.

Ballentine Partners reported no remaining Covista Inc position as of Q4 2025 after selling out during the quarter.
Ballentine Partners sold 1,329 Covista Inc shares in Q4 2025, an estimated $205K.
Ballentine Partners first reported a position in Covista Inc in Q3 2025 and held it in 1 quarter.
Ballentine Partners's Covista Inc position peaked at $205K in Q3 2025.
372 funds tracked by Wall St. Rank held Covista Inc as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.