Creative Planning
CVSA

Creative Planning’s Covista Inc CVSA Stock Holding History

Creative 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
Q1 		$1.79M Buy
15,495
+7,542
+95% +$805K ﹤0.01% 1988
2025
Q4 		$823K Sell
7,953
-5,845
-42% -$669K ﹤0.01% 2444
2025
Q3 		$2.13M Buy
13,798
+3,887
+39% +$498K ﹤0.01% 1492
2025
Q2 		$1.26M Buy
9,911
+3,136
+46% +$371K ﹤0.01% 1667
2025
Q1 		$682K Buy
6,775
+3,227
+91% +$322K ﹤0.01% 2023
2024
Q4 		$322K Buy
+3,548
New +$297K ﹤0.01% 2595
2017
Q3 		– Sell
-1,000
Closed -$38K – 2010
2017
Q2 		$38K Hold
1,000
– – ﹤0.01% 2731
2017
Q1 		$35K Sell
1,000
-100
-9% -$3.3K ﹤0.01% 2720
2016
Q4 		$34K Buy
1,100
+100
+10% +$2.71K ﹤0.01% 2689
2016
Q3 		$23K Hold
1,000
– – ﹤0.01% 2954
2016
Q2 		$18K Sell
1,000
-200
-17% -$3.53K ﹤0.01% 2862
2016
Q1 		$21K Buy
1,200
+200
+20% +$3.96K ﹤0.01% 2712
2015
Q4 		$25K Hold
1,000
– – ﹤0.01% 2665
2015
Q3 		$27K Buy
+1,000
New +$28.4K ﹤0.01% 2485
2015
Q2 		– Sell
-1,000
Closed -$33K – 1225
2015
Q1 		$33K Sell
1,000
-300
-23% -$11.6K ﹤0.01% 2297
2014
Q4 		$62K Hold
1,300
– – ﹤0.01% 1851
2014
Q3 		$56K Buy
1,300
+300
+30% +$12.8K ﹤0.01% 1840
2014
Q2 		$42K Hold
1,000
– – ﹤0.01% 1975
2014
Q1 		$42K Sell
1,000
-10
-1% -$387 ﹤0.01% 1911
2013
Q4 		$36K Hold
1,010
– – ﹤0.01% 1805
2013
Q3 		$31K Hold
1,010
– – ﹤0.01% 1823
2013
Q2 		$31K Buy
+1,010
New +$30.4K ﹤0.01% 1658

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's CVSA Position: Q1 2026 in Review

Creative Planning increased its Covista Inc (CVSA) stake by 95% in Q1 2026, buying an estimated $805K and bringing the position to 15,495 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Creative Planning first reported a position in CVSA in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.13M in Q3 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Creative Planning held 15,495 shares of Covista Inc worth $1.79M as of Q1 2026.
  • Creative Planning bought 7,542 Covista Inc shares in Q1 2026, an estimated $805K.
  • Covista Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1988 holding.
  • Creative Planning first reported a position in Covista Inc in Q2 2013 and has held it in 22 quarters since.
  • Creative Planning's Covista Inc position peaked at $2.13M in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.