MWM
CVSA

Moran Wealth Management’s Covista Inc CVSA Stock Holding History

Moran 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
Q2 		$1.48M Buy
11,886
+2,318
+24% +$279K 0.04% 359
2026
Q1 		$1.1M Buy
9,568
+3,305
+53% +$353K 0.03% 356
2025
Q4 		$648K Buy
6,263
+581
+10% +$66.5K 0.02% 382
2025
Q3 		$878K Buy
5,682
+356
+7% +$45.6K 0.03% 356
2025
Q2 		$678K Buy
5,326
+135
+3% +$16K 0.02% 364
2025
Q1 		$522K Buy
+5,191
New +$518K 0.02% 380

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

Moran Wealth Management's CVSA Position: Q2 2026 in Review

Moran Wealth Management increased its Covista Inc (CVSA) stake by 24% in Q2 2026, buying an estimated $279K and bringing the position to 11,886 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #359.

Moran Wealth Management first reported a position in CVSA in Q1 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Moran Wealth Management held 11,886 shares of Covista Inc worth $1.48M as of Q2 2026.
  • Moran Wealth Management bought 2,318 Covista Inc shares in Q2 2026, an estimated $279K.
  • Covista Inc made up 0.04% of Moran Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Moran Wealth Management first reported a position in Covista Inc in Q1 2025 and has held it in 6 quarters since.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.