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
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 $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

Moran Wealth Management's CVSA Position: Q1 2026 in Review

Moran Wealth Management increased its Covista Inc (CVSA) stake by 53% in Q1 2026, buying an estimated $353K and bringing the position to 9,568 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #356.

Moran Wealth Management first reported a position in CVSA in Q1 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Moran Wealth Management held 9,568 shares of Covista Inc worth $1.1M as of Q1 2026.
  • Moran Wealth Management bought 3,305 Covista Inc shares in Q1 2026, an estimated $353K.
  • Covista Inc made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Moran Wealth Management first reported a position in Covista Inc in Q1 2025 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.