Bartlett & Co Wealth Management’s Covista Inc CVSA Stock Holding History

Bartlett & Co 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	$156K	Buy	+1,252	New	+$151K	﹤0.01%	530
2026 Q1	–	Sell	-132	Closed	-$13.7K	–	1282
2025 Q4	$13.7K	Hold	132	–	–	﹤0.01%	891
2025 Q3	$20.4K	Hold	132	–	–	﹤0.01%	822
2025 Q2	$16.8K	Hold	132	–	–	﹤0.01%	843
2025 Q1	$13.3K	Hold	132	–	–	﹤0.01%	884
2024 Q4	$12K	Hold	132	–	–	﹤0.01%	891
2024 Q3	$9.96K	Hold	132	–	–	﹤0.01%	913
2024 Q2	$9K	Hold	132	–	–	﹤0.01%	929
2024 Q1	$6.79K	Hold	132	–	–	﹤0.01%	950
2023 Q4	$7.87K	Hold	132	–	–	﹤0.01%	1034
2023 Q3	$5.66K	Hold	132	–	–	﹤0.01%	980
2023 Q2	$4.53K	Hold	132	–	–	﹤0.01%	998
2023 Q1	$5.1K	Hold	132	–	–	﹤0.01%	893
2022 Q4	$4.69K	Hold	132	–	–	﹤0.01%	930
2022 Q3	$4.81K	Hold	132	–	–	﹤0.01%	934
2022 Q2	$4.75K	Hold	132	–	–	﹤0.01%	1027
2022 Q1	$3.92K	Buy	+132	New	+$3.55K	﹤0.01%	937
2021 Q4	–	Sell	-132	Closed	-$4.99K	–	434
2021 Q3	$4.99K	Hold	132	–	–	﹤0.01%	766
2021 Q2	$4.7K	Hold	132	–	–	﹤0.01%	768
2021 Q1	$5.22K	Hold	132	–	–	﹤0.01%	788
2020 Q4	$4.48K	Hold	132	–	–	﹤0.01%	807
2020 Q3	$3.24K	Hold	132	–	–	﹤0.01%	761
2020 Q2	$4.11K	Hold	132	–	–	﹤0.01%	750
2020 Q1	$3.54K	Hold	132	–	–	﹤0.01%	742
2019 Q4	$4.62K	Hold	132	–	–	﹤0.01%	773
2019 Q3	$5.03K	Buy	+132	New	+$5.93K	﹤0.01%	776

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

Bartlett & Co Wealth Management's CVSA Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Covista Inc (CVSA) in Q2 2026: 1,252 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in CVSA as recently as Q4 2025.

Bartlett & Co Wealth Management first reported a position in CVSA in Q3 2019 and has held it in 26 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

Bartlett & Co Wealth Management held 1,252 shares of Covista Inc worth $156K as of Q2 2026.
Covista Inc was a new Bartlett & Co Wealth Management position in Q2 2026.
Covista Inc made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #530 holding.
Bartlett & Co Wealth Management first reported a position in Covista Inc in Q3 2019 and has held it in 26 quarters since.
378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.