MWM
CVSA

MorganRosel Wealth Management’s Covista Inc CVSA Stock Holding History

MorganRosel 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
2025
Q4 		– Sell
-9,298
Closed -$1.44M – 112
2025
Q3 		$1.44M Buy
9,298
+84
+0.9% +$10.8K 0.37% 43
2025
Q2 		$1.17M Buy
+9,214
New +$1.09M 0.32% 54

Other funds holding CVSA

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Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MorganRosel Wealth Management's CVSA Position: Q4 2025 in Review

MorganRosel Wealth Management sold out of Covista Inc (CVSA) in Q4 2025, closing a stake of 9,298 shares — an estimated $1.44M sold.

MorganRosel Wealth Management first reported a position in CVSA in Q2 2025 and held it in 2 quarters. The position peaked at $1.44M in Q3 2025. 372 funds tracked by Wall St. Rank hold CVSA as of Q4 2025.

  • MorganRosel Wealth Management reported no remaining Covista Inc position as of Q4 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 9,298 Covista Inc shares in Q4 2025, an estimated $1.44M.
  • MorganRosel Wealth Management first reported a position in Covista Inc in Q2 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Covista Inc position peaked at $1.44M in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Covista Inc as of Q4 2025.

Based on MorganRosel Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.