NW
CVSA

NewEdge Wealth’s Covista Inc CVSA Stock Holding History

NewEdge Wealth’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 		$2.79M Buy
22,385
+4,201
+23% +$506K 0.03% 371
2026
Q1 		$2.1M Buy
18,184
+6,301
+53% +$673K 0.03% 410
2025
Q4 		$1.23M Buy
11,883
+5,790
+95% +$663K 0.01% 573
2025
Q3 		$594K Buy
6,093
+1,087
+22% +$139K 0.01% 702
2025
Q2 		$597K Buy
5,006
+642
+15% +$75.9K 0.01% 656
2025
Q1 		$439K Buy
4,364
+638
+17% +$63.6K 0.01% 684
2024
Q4 		$339K Buy
+3,726
New +$312K 0.01% 728

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

NewEdge Wealth's CVSA Position: Q2 2026 in Review

NewEdge Wealth increased its Covista Inc (CVSA) stake by 23% in Q2 2026, buying an estimated $506K and bringing the position to 22,385 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #371.

NewEdge Wealth first reported a position in CVSA in Q4 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • NewEdge Wealth held 22,385 shares of Covista Inc worth $2.79M as of Q2 2026.
  • NewEdge Wealth bought 4,201 Covista Inc shares in Q2 2026, an estimated $506K.
  • Covista Inc made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #371 holding.
  • NewEdge Wealth first reported a position in Covista Inc in Q4 2024 and has held it in 7 quarters since.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.