Carson Wealth (CWM LLC)
CVSA

Carson Wealth (CWM LLC)’s Covista Inc CVSA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$931K Buy
8,076
+1,159
+17% +$124K ﹤0.01% 1578
2025
Q4 		$716K Buy
6,917
+4,603
+199% +$527K ﹤0.01% 1696
2025
Q3 		$357K Buy
2,314
+158
+7% +$20.2K ﹤0.01% 1991
2025
Q2 		$274K Buy
2,156
+157
+8% +$18.6K ﹤0.01% 1935
2025
Q1 		$201K Buy
1,999
+1,251
+167% +$125K ﹤0.01% 1917
2024
Q4 		$68K Buy
748
+46
+7% +$3.85K ﹤0.01% 2556
2024
Q3 		$53K Buy
702
+243
+53% +$17.9K ﹤0.01% 2637
2024
Q2 		$31K Buy
459
+41
+10% +$2.41K ﹤0.01% 2801
2024
Q1 		$21K Buy
418
+75
+22% +$3.92K ﹤0.01% 2853
2023
Q4 		$20K Sell
343
-35
-9% -$1.87K ﹤0.01% 2763
2023
Q3 		$16K Hold
378
– – ﹤0.01% 2818
2023
Q2 		$13K Buy
378
+22
+6% +$880 ﹤0.01% 2901
2023
Q1 		$14K Sell
356
-95
-21% -$3.64K ﹤0.01% 2726
2022
Q4 		$16K Buy
451
+24
+6% +$937 ﹤0.01% 2498
2022
Q3 		$16K Buy
427
+135
+46% +$5.15K ﹤0.01% 2360
2022
Q2 		$11K Hold
292
– – ﹤0.01% 2504
2022
Q1 		$9K Buy
292
+180
+161% +$4.84K ﹤0.01% 2518
2021
Q4 		$3K Buy
+112
New +$3.69K ﹤0.01% 2934
2018
Q4 		– Sell
-11
Closed -$1K – 2087
2018
Q3 		$1K Sell
11
-21
-66% -$1.06K ﹤0.01% 1613
2018
Q2 		$2K Buy
32
+21
+191% +$1K ﹤0.01% 1348
2018
Q1 		$1K Hold
11
– – ﹤0.01% 1242
2017
Q4 		$0 Hold
11
– – ﹤0.01% 1451
2017
Q3 		$0 Hold
11
– – ﹤0.01% 1466
2017
Q2 		$0 Hold
11
– – ﹤0.01% 1197
2017
Q1 		$0 Buy
+11
New +$363 ﹤0.01% 1170
2016
Q3 		– Sell
-42
Closed -$1K – 983
2016
Q2 		$1K Hold
42
– – ﹤0.01% 737
2016
Q1 		$1K Hold
42
– – ﹤0.01% 704
2015
Q4 		$1K Buy
+42
New +$1.05K ﹤0.01% 627

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $535B AUM 26.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVSA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Covista Inc (CVSA) stake by 17% in Q1 2026, buying an estimated $124K and bringing the position to 8,076 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Carson Wealth (CWM LLC) first reported a position in CVSA in Q4 2015 and has held it in 28 quarters since. 355 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,076 shares of Covista Inc worth $931K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,159 Covista Inc shares in Q1 2026, an estimated $124K.
  • Covista Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1578 holding.
  • Carson Wealth (CWM LLC) first reported a position in Covista Inc in Q4 2015 and has held it in 28 quarters since.
  • 355 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.