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
Q2 		$16.7K Sell
134
-149
-53% -$18K ﹤0.01% 523
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 $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

Measured Wealth Private Client Group's CVSA Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Covista Inc (CVSA) stake by 53% in Q2 2026, selling an estimated $18K and leaving 134 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Measured Wealth Private Client Group first reported a position in CVSA in Q1 2025 and has held it in 6 quarters since. The position peaked at $622K in Q3 2025. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Measured Wealth Private Client Group held 134 shares of Covista Inc worth $16.7K as of Q2 2026.
  • Measured Wealth Private Client Group sold 149 Covista Inc shares in Q2 2026, an estimated $18K.
  • Covista Inc made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #523 holding.
  • Measured Wealth Private Client Group first reported a position in Covista Inc in Q1 2025 and has held it in 6 quarters since.
  • Measured Wealth Private Client Group's Covista Inc position peaked at $622K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.