EverSource Wealth Advisors’s Covista Inc CVSA Stock Holding History

EverSource Wealth Advisors’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	$232K	Sell	1,865 -128	-6%	-$15.4K	0.01%	930
2026 Q1	$230K	Buy	1,993 +96	+5%	+$10.3K	0.01%	976
2025 Q4	$196K	Buy	1,897 +376	+25%	+$43.1K	0.01%	956
2025 Q3	$235K	Buy	1,521 +464	+44%	+$59.4K	0.01%	825
2025 Q2	$134K	Buy	1,057 +738	+231%	+$87.3K	0.01%	1048
2025 Q1	$32.1K	Buy	319 +28	+10%	+$2.79K	﹤0.01%	1449
2024 Q4	$26.4K	Sell	291 -92	-24%	-$7.69K	﹤0.01%	1484
2024 Q3	$28.9K	Hold	383	–	–	﹤0.01%	1298
2024 Q2	$30K	Hold	383	–	–	﹤0.01%	1321
2024 Q1	$19K	Hold	383	–	–	﹤0.01%	1387
2023 Q4	$22.6K	Sell	383 -15	-4%	-$800	﹤0.01%	1181
2023 Q3	$17.1K	Buy	398 +16	+4%	+$676	﹤0.01%	1184
2023 Q2	$13.1K	Hold	382	–	–	﹤0.01%	1322
2023 Q1	$14.8K	Sell	382 -93	-20%	-$3.56K	﹤0.01%	1205
2022 Q4	$16.9K	Hold	475	–	–	﹤0.01%	1116
2022 Q3	$17K	Hold	475	–	–	﹤0.01%	949
2022 Q2	$17K	Buy	475 +93	+24%	+$2.93K	﹤0.01%	866
2022 Q1	$11K	Buy	+382	New	+$10.3K	﹤0.01%	925

Other funds holding CVSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EverSource Wealth Advisors's CVSA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Covista Inc (CVSA) stake by 6.4% in Q2 2026, selling an estimated $15.4K and leaving 1,865 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #930.

EverSource Wealth Advisors first reported a position in CVSA in Q1 2022 and has held it in 18 quarters since. The position peaked at $235K in Q3 2025. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

EverSource Wealth Advisors held 1,865 shares of Covista Inc worth $232K as of Q2 2026.
EverSource Wealth Advisors sold 128 Covista Inc shares in Q2 2026, an estimated $15.4K.
Covista Inc made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #930 holding.
EverSource Wealth Advisors first reported a position in Covista Inc in Q1 2022 and has held it in 18 quarters since.
EverSource Wealth Advisors's Covista Inc position peaked at $235K in Q3 2025.
377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.