GIA
CVSA

Gladstone Institutional Advisory’s Covista Inc CVSA Stock Holding History

Gladstone Institutional Advisory’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
-3,690
Closed -$570K – 794
2025
Q3 		$570K Sell
3,690
-1,228
-25% -$157K 0.02% 484
2025
Q2 		$626K Sell
4,918
-40
-0.8% -$4.73K 0.03% 440
2025
Q1 		$499K Sell
4,958
-725
-13% -$72.3K 0.02% 467
2024
Q4 		$516K Buy
+5,683
New +$475K 0.02% 466

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 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 $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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gladstone Institutional Advisory's CVSA Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of Covista Inc (CVSA) in Q4 2025, closing a stake of 3,690 shares — an estimated $570K sold.

Gladstone Institutional Advisory first reported a position in CVSA in Q4 2024 and held it in 4 quarters. The position peaked at $626K in Q2 2025. 372 funds tracked by Wall St. Rank hold CVSA as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining Covista Inc position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,690 Covista Inc shares in Q4 2025, an estimated $570K.
  • Gladstone Institutional Advisory first reported a position in Covista Inc in Q4 2024 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Covista Inc position peaked at $626K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Covista Inc as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.