BBPWM
CVSA

Blue Bell Private Wealth Management’s Covista Inc CVSA Stock Holding History

Blue Bell Private 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 		$4.24K Hold
34
– – ﹤0.01% 627
2026
Q1 		$3.92K Buy
34
+23
+209% +$2.46K ﹤0.01% 625
2025
Q4 		$1.14K Hold
11
– – ﹤0.01% 671
2025
Q3 		$1.7K Hold
11
– – ﹤0.01% 654
2025
Q2 		$1.4K Hold
11
– – ﹤0.01% 653
2025
Q1 		$1.11K Buy
+11
New +$1.1K ﹤0.01% 659

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

Blue Bell Private Wealth Management's CVSA Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Covista Inc (CVSA) position steady in Q2 2026 at 34 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Blue Bell Private 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.

  • Blue Bell Private Wealth Management held 34 shares of Covista Inc worth $4.24K as of Q2 2026.
  • Blue Bell Private Wealth Management left its Covista Inc share count unchanged in Q2 2026.
  • Covista Inc made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Blue Bell Private 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 Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.