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
Q2 		$2.43M Buy
19,508
+4,013
+26% +$484K ﹤0.01% 1925
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 $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 $3.37T 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 $580B AUM 38.23% 1-Year Est. Return

Creative Planning's CVSA Position: Q2 2026 in Review

Creative Planning increased its Covista Inc (CVSA) stake by 26% in Q2 2026, buying an estimated $484K and bringing the position to 19,508 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Creative Planning first reported a position in CVSA in Q2 2013 and has held it in 23 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Creative Planning held 19,508 shares of Covista Inc worth $2.43M as of Q2 2026.
  • Creative Planning bought 4,013 Covista Inc shares in Q2 2026, an estimated $484K.
  • Covista Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1925 holding.
  • Creative Planning first reported a position in Covista Inc in Q2 2013 and has held it in 23 quarters since.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.