PWPS
CVSA

Pinnacle Wealth Planning Services’s Covista Inc CVSA Stock Holding History

Pinnacle Wealth Planning Services’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 		$79.3K Buy
688
+92
+15% +$9.82K 0.01% 933
2025
Q4 		$61.7K Buy
+596
New +$68.2K 0.01% 1059
2021
Q1 		– Sell
-442
Closed -$15K – 467
2020
Q4 		$15K Buy
+442
New +$12.6K ﹤0.01% 1258

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

Pinnacle Wealth Planning Services's CVSA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Covista Inc (CVSA) stake by 15% in Q1 2026, buying an estimated $9.82K and bringing the position to 688 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #933.

Pinnacle Wealth Planning Services first reported a position in CVSA in Q4 2020 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 688 shares of Covista Inc worth $79.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 92 Covista Inc shares in Q1 2026, an estimated $9.82K.
  • Covista Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #933 holding.
  • Pinnacle Wealth Planning Services first reported a position in Covista Inc in Q4 2020 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.