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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Coldstream Capital Management's CVSA Position: Q4 2025 in Review

Coldstream Capital Management sold out of Covista Inc (CVSA) in Q4 2025, closing a stake of 1,668 shares — an estimated $258K sold.

Coldstream Capital Management first reported a position in CVSA in Q1 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 372 funds tracked by Wall St. Rank hold CVSA as of Q4 2025.

  • Coldstream Capital Management reported no remaining Covista Inc position as of Q4 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,668 Covista Inc shares in Q4 2025, an estimated $258K.
  • Coldstream Capital Management first reported a position in Covista Inc in Q1 2025 and held it in 2 quarters.
  • Coldstream Capital Management's Covista Inc position peaked at $258K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Covista Inc as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.