MWPCG
CVSA

Measured Wealth Private Client Group’s Covista Inc CVSA Stock Holding History

Measured Wealth Private Client Group’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 		$32.6K Sell
283
-1,865
-87% -$199K 0.01% 365
2025
Q4 		$222K Sell
2,148
-1,878
-47% -$215K 0.06% 177
2025
Q3 		$622K Buy
4,026
+466
+13% +$59.7K 0.17% 81
2025
Q2 		$453K Buy
3,560
+1,033
+41% +$122K 0.14% 107
2025
Q1 		$254K Buy
+2,527
New +$252K 0.08% 148

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

Measured Wealth Private Client Group's CVSA Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Covista Inc (CVSA) stake by 87% in Q1 2026, selling an estimated $199K and leaving 283 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #365.

Measured Wealth Private Client Group first reported a position in CVSA in Q1 2025 and has held it in 5 quarters since. The position peaked at $622K in Q3 2025. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Measured Wealth Private Client Group held 283 shares of Covista Inc worth $32.6K as of Q1 2026.
  • Measured Wealth Private Client Group sold 1,865 Covista Inc shares in Q1 2026, an estimated $199K.
  • Covista Inc made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #365 holding.
  • Measured Wealth Private Client Group first reported a position in Covista Inc in Q1 2025 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Covista Inc position peaked at $622K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.