IAA
CVSA

Independent Advisor Alliance’s Covista Inc CVSA Stock Holding History

Independent Advisor Alliance’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 		$596K Buy
5,172
+2,248
+77% +$240K 0.01% 1041
2025
Q4 		$303K Buy
2,924
+672
+30% +$77K 0.01% 793
2025
Q3 		$348K Buy
+2,252
New +$288K 0.01% 729

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

Independent Advisor Alliance's CVSA Position: Q1 2026 in Review

Independent Advisor Alliance increased its Covista Inc (CVSA) stake by 77% in Q1 2026, buying an estimated $240K and bringing the position to 5,172 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #1041.

Independent Advisor Alliance first reported a position in CVSA in Q3 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Independent Advisor Alliance held 5,172 shares of Covista Inc worth $596K as of Q1 2026.
  • Independent Advisor Alliance bought 2,248 Covista Inc shares in Q1 2026, an estimated $240K.
  • Covista Inc made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1041 holding.
  • Independent Advisor Alliance first reported a position in Covista Inc in Q3 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.