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
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 $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

Keebeck Wealth Management's CVSA Position: Q1 2026 in Review

Keebeck Wealth Management increased its Covista Inc (CVSA) stake by 20% in Q1 2026, buying an estimated $56.3K and bringing the position to 3,155 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #280.

Keebeck Wealth Management first reported a position in CVSA in Q3 2025 and has held it in 3 quarters since. The position peaked at $599K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Keebeck Wealth Management held 3,155 shares of Covista Inc worth $364K as of Q1 2026.
  • Keebeck Wealth Management bought 527 Covista Inc shares in Q1 2026, an estimated $56.3K.
  • Covista Inc made up 0.04% of Keebeck Wealth Management's portfolio in Q1 2026, its #280 holding.
  • Keebeck Wealth Management first reported a position in Covista Inc in Q3 2025 and has held it in 3 quarters since.
  • Keebeck Wealth Management's Covista Inc position peaked at $599K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.