KWM
CVSA

Keebeck Wealth Management’s Covista Inc CVSA Stock Holding History

Keebeck Wealth Management’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 		$524K Buy
4,204
+1,049
+33% +$126K 0.05% 257
2026
Q1 		$364K Buy
3,155
+527
+20% +$56.3K 0.04% 280
2025
Q4 		$272K Sell
2,628
-1,253
-32% -$143K 0.03% 315
2025
Q3 		$599K Buy
+3,881
New +$497K 0.07% 187

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

Keebeck Wealth Management's CVSA Position: Q2 2026 in Review

Keebeck Wealth Management increased its Covista Inc (CVSA) stake by 33% in Q2 2026, buying an estimated $126K and bringing the position to 4,204 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #257.

Keebeck Wealth Management first reported a position in CVSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $599K in Q3 2025. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Keebeck Wealth Management held 4,204 shares of Covista Inc worth $524K as of Q2 2026.
  • Keebeck Wealth Management bought 1,049 Covista Inc shares in Q2 2026, an estimated $126K.
  • Covista Inc made up 0.05% of Keebeck Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Keebeck Wealth Management first reported a position in Covista Inc in Q3 2025 and has held it in 4 quarters since.
  • Keebeck Wealth Management's Covista Inc position peaked at $599K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.