DT
CVSA

Diversified Trust’s Covista Inc CVSA Stock Holding History

Diversified Trust’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 		$1.05M Sell
8,429
-834
-9% -$100K 0.02% 485
2026
Q1 		$1.07M Buy
9,263
+782
+9% +$83.5K 0.02% 441
2025
Q4 		$878K Buy
8,481
+3,320
+64% +$380K 0.02% 480
2025
Q3 		$797K Buy
5,161
+761
+17% +$97.4K 0.02% 477
2025
Q2 		$560K Buy
4,400
+1,345
+44% +$159K 0.01% 565
2025
Q1 		$307K Buy
+3,055
New +$305K 0.01% 722

Other funds holding CVSA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Diversified Trust's CVSA Position: Q2 2026 in Review

Diversified Trust reduced its Covista Inc (CVSA) stake by 9% in Q2 2026, selling an estimated $100K and leaving 8,429 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #485.

Diversified Trust first reported a position in CVSA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2026. 38 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Diversified Trust held 8,429 shares of Covista Inc worth $1.05M as of Q2 2026.
  • Diversified Trust sold 834 Covista Inc shares in Q2 2026, an estimated $100K.
  • Covista Inc made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #485 holding.
  • Diversified Trust first reported a position in Covista Inc in Q1 2025 and has held it in 6 quarters since.
  • Diversified Trust's Covista Inc position peaked at $1.07M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.