BHWM
CVSA

Bay Harbor Wealth Management’s Covista Inc CVSA Stock Holding History

Bay Harbor 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 		$1.12K Buy
9
+2
+29% +$241 ﹤0.01% 833
2026
Q1 		$806 Buy
7
+2
+40% +$214 ﹤0.01% 844
2025
Q4 		$517 Buy
5
+1
+25% +$115 ﹤0.01% 848
2025
Q3 		$617 Buy
4
+1
+33% +$128 ﹤0.01% 653
2025
Q2 		$381 Buy
3
+1
+50% +$118 ﹤0.01% 731
2025
Q1 		$201 Buy
+2
New +$199 ﹤0.01% 670

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

Bay Harbor Wealth Management's CVSA Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Covista Inc (CVSA) stake by 29% in Q2 2026, buying an estimated $241 and bringing the position to 9 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Bay Harbor Wealth Management first reported a position in CVSA in Q1 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Bay Harbor Wealth Management held 9 shares of Covista Inc worth $1.12K as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Covista Inc shares in Q2 2026, an estimated $241.
  • Covista Inc made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #833 holding.
  • Bay Harbor Wealth Management first reported a position in Covista Inc in Q1 2025 and has held it in 6 quarters since.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.