CCM
CVSA

Coldstream Capital Management’s Covista Inc CVSA Stock Holding History

Coldstream Capital 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 		$204K Buy
+1,633
New +$197K ﹤0.01% 1172
2025
Q4 		– Sell
-1,668
Closed -$258K – 1165
2025
Q3 		$258K Buy
+1,668
New +$214K ﹤0.01% 1010
2025
Q2 		– Sell
-1,555
Closed -$156K – 1286
2025
Q1 		$156K Buy
+1,555
New +$155K ﹤0.01% 1127

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's CVSA Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Covista Inc (CVSA) in Q2 2026: 1,633 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in CVSA as recently as Q3 2025.

Coldstream Capital Management first reported a position in CVSA in Q1 2025 and has held it in 3 quarters since. The position peaked at $258K in Q3 2025. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Coldstream Capital Management held 1,633 shares of Covista Inc worth $204K as of Q2 2026.
  • Covista Inc was a new Coldstream Capital Management position in Q2 2026.
  • Covista Inc made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1172 holding.
  • Coldstream Capital Management first reported a position in Covista Inc in Q1 2025 and has held it in 3 quarters since.
  • Coldstream Capital Management's Covista Inc position peaked at $258K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.