Optimize Financial’s Covista Inc CVSA Stock Holding History

Optimize Financial’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	$780K	Sell	6,258 -21	-0.3%	-$2.53K	0.28%	46
2026 Q1	$724K	Buy	+6,279	New	+$670K	0.36%	32

Other funds holding CVSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Optimize Financial's CVSA Position: Q2 2026 in Review

Optimize Financial reduced its Covista Inc (CVSA) stake by 0.33% in Q2 2026, selling an estimated $2.53K and leaving 6,258 shares worth $780K. The position accounts for 0.28% of the portfolio, ranked #46.

Optimize Financial first reported a position in CVSA in Q1 2026 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

Optimize Financial held 6,258 shares of Covista Inc worth $780K as of Q2 2026.
Optimize Financial sold 21 Covista Inc shares in Q2 2026, an estimated $2.53K.
Covista Inc made up 0.28% of Optimize Financial's portfolio in Q2 2026, its #46 holding.
Optimize Financial first reported a position in Covista Inc in Q1 2026 and has held it in 2 quarters since.
378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.