Lido Advisors
CVSA

Lido Advisors’s Covista Inc CVSA Stock Holding History

Lido Advisors’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 		$310K Buy
2,686
+439
+20% +$46.9K ﹤0.01% 1548
2025
Q4 		$321K Buy
2,247
+77
+4% +$8.82K ﹤0.01% 1526
2025
Q3 		$335K Buy
2,170
+119
+6% +$15.2K ﹤0.01% 1427
2025
Q2 		$261K Buy
+2,051
New +$243K ﹤0.01% 1403
2023
Q3 		– Sell
-8,577
Closed -$295K – 1220
2023
Q2 		$295K Sell
8,577
-3,171
-27% -$127K ﹤0.01% 942
2023
Q1 		$454K Buy
+11,748
New +$450K ﹤0.01% 710

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

Lido Advisors's CVSA Position: Q1 2026 in Review

Lido Advisors increased its Covista Inc (CVSA) stake by 20% in Q1 2026, buying an estimated $46.9K and bringing the position to 2,686 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Lido Advisors first reported a position in CVSA in Q1 2023 and has held it in 6 quarters since. The position peaked at $454K in Q1 2023. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Lido Advisors held 2,686 shares of Covista Inc worth $310K as of Q1 2026.
  • Lido Advisors bought 439 Covista Inc shares in Q1 2026, an estimated $46.9K.
  • Covista Inc made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1548 holding.
  • Lido Advisors first reported a position in Covista Inc in Q1 2023 and has held it in 6 quarters since.
  • Lido Advisors's Covista Inc position peaked at $454K in Q1 2023.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.