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
Q2 		$687K Buy
5,507
+335
+6% +$40.4K 0.02% 568
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 $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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's CVSA Position: Q2 2026 in Review

Independent Advisor Alliance increased its Covista Inc (CVSA) stake by 6.5% in Q2 2026, buying an estimated $40.4K and bringing the position to 5,507 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #568.

Independent Advisor Alliance first reported a position in CVSA in Q3 2025 and has held it in 4 quarters since. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Independent Advisor Alliance held 5,507 shares of Covista Inc worth $687K as of Q2 2026.
  • Independent Advisor Alliance bought 335 Covista Inc shares in Q2 2026, an estimated $40.4K.
  • Covista Inc made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #568 holding.
  • Independent Advisor Alliance first reported a position in Covista Inc in Q3 2025 and has held it in 4 quarters since.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.