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
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 $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

NewEdge Wealth's CVSA Position: Q1 2026 in Review

NewEdge Wealth increased its Covista Inc (CVSA) stake by 53% in Q1 2026, buying an estimated $673K and bringing the position to 18,184 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #410.

NewEdge Wealth first reported a position in CVSA in Q4 2024 and has held it in 6 quarters since. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • NewEdge Wealth held 18,184 shares of Covista Inc worth $2.1M as of Q1 2026.
  • NewEdge Wealth bought 6,301 Covista Inc shares in Q1 2026, an estimated $673K.
  • Covista Inc made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #410 holding.
  • NewEdge Wealth first reported a position in Covista Inc in Q4 2024 and has held it in 6 quarters since.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.