Center for Financial Planning’s Covista Inc CVSA Stock Holding History

Center for Financial Planning’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	$117K	Hold	935	–	–	0.01%	223
2026 Q1	$108K	Buy	935 +595	+175%	+$63.5K	0.01%	224
2025 Q4	$35.2K	Hold	340	–	–	﹤0.01%	342
2025 Q3	$52.5K	Sell	340 -14	-4%	-$1.79K	0.01%	296
2025 Q2	$45K	Hold	354	–	–	0.01%	305
2025 Q1	$35.6K	Hold	354	–	–	﹤0.01%	322
2024 Q4	$32.2K	Sell	354 -1,556	-81%	-$130K	﹤0.01%	307
2024 Q3	$144K	Hold	1,910	–	–	0.02%	162
2024 Q2	$130K	Hold	1,910	–	–	0.02%	165
2024 Q1	$98.2K	Hold	1,910	–	–	0.01%	185
2023 Q4	$113K	Buy	1,910 +639	+50%	+$34.1K	0.02%	166
2023 Q3	$54.5K	Hold	1,271	–	–	0.01%	207
2023 Q2	$43.6K	Buy	+1,271	New	+$50.9K	0.01%	244

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 $3.38T AUM 44.17% 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

Center for Financial Planning's CVSA Position: Q2 2026 in Review

Center for Financial Planning held its Covista Inc (CVSA) position steady in Q2 2026 at 935 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #223.

Center for Financial Planning first reported a position in CVSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $144K in Q3 2024. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

Center for Financial Planning held 935 shares of Covista Inc worth $117K as of Q2 2026.
Center for Financial Planning left its Covista Inc share count unchanged in Q2 2026.
Covista Inc made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #223 holding.
Center for Financial Planning first reported a position in Covista Inc in Q2 2023 and has held it in 13 quarters since.
Center for Financial Planning's Covista Inc position peaked at $144K in Q3 2024.
377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.