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Cape Investment Advisory’s Ecovyst ECVT Stock Holding History

Cape Investment Advisory’s Portfolio ECVT Stock Details ECVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$116K Sell
11,800
-3,000
-20% -$33K 0.03% 327
2026
Q2 		$184K Hold
14,800
– – 0.05% 241
2026
Q1 		$190K Sell
14,800
-200
-1% -$2.26K 0.06% 221
2025
Q4 		$146K Buy
+15,000
New +$131K 0.04% 244
2025
Q3 		– Sell
-1,500
Closed -$12.3K – 935
2025
Q2 		$12.3K Buy
+1,500
New +$10.5K ﹤0.01% 601

Other funds holding ECVT

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cape Investment Advisory's ECVT Position: Q3 2026 in Review

Cape Investment Advisory reduced its Ecovyst (ECVT) stake by 20% in Q3 2026, selling an estimated $33K and leaving 11,800 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #327.

Cape Investment Advisory first reported a position in ECVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $190K in Q1 2026. 9 funds tracked by Wall St. Rank hold ECVT as of Q3 2026.

  • Cape Investment Advisory held 11,800 shares of Ecovyst worth $116K as of Q3 2026.
  • Cape Investment Advisory sold 3,000 Ecovyst shares in Q3 2026, an estimated $33K.
  • Ecovyst made up 0.03% of Cape Investment Advisory's portfolio in Q3 2026, its #327 holding.
  • Cape Investment Advisory first reported a position in Ecovyst in Q2 2025 and has held it in 5 quarters since.
  • Cape Investment Advisory's Ecovyst position peaked at $190K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Ecovyst as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.