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
Q2 		$306K Sell
2,456
-230
-9% -$27.7K ﹤0.01% 1744
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 $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

Lido Advisors's CVSA Position: Q2 2026 in Review

Lido Advisors reduced its Covista Inc (CVSA) stake by 8.6% in Q2 2026, selling an estimated $27.7K and leaving 2,456 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Lido Advisors first reported a position in CVSA in Q1 2023 and has held it in 7 quarters since. The position peaked at $454K in Q1 2023. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Lido Advisors held 2,456 shares of Covista Inc worth $306K as of Q2 2026.
  • Lido Advisors sold 230 Covista Inc shares in Q2 2026, an estimated $27.7K.
  • Covista Inc made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1744 holding.
  • Lido Advisors first reported a position in Covista Inc in Q1 2023 and has held it in 7 quarters since.
  • Lido Advisors's Covista Inc position peaked at $454K in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.