IWC
CVSA

Integrated Wealth Concepts’s Covista Inc CVSA Stock Holding History

Integrated Wealth Concepts’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 		$128K Buy
+1,027
New +$124K ﹤0.01% 2625

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's CVSA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Covista Inc (CVSA) in Q2 2026: 1,027 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #2625 among its holdings.

376 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Integrated Wealth Concepts held 1,027 shares of Covista Inc worth $128K as of Q2 2026.
  • Covista Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Covista Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2625 holding.
  • 376 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.