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
Q2 		$89.6K Buy
719
+31
+5% +$3.74K 0.01% 932
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 $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

Pinnacle Wealth Planning Services's CVSA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Covista Inc (CVSA) stake by 4.5% in Q2 2026, buying an estimated $3.74K and bringing the position to 719 shares worth $89.6K. The position accounts for 0.01% of the portfolio, ranked #932.

Pinnacle Wealth Planning Services first reported a position in CVSA in Q4 2020 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 719 shares of Covista Inc worth $89.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 31 Covista Inc shares in Q2 2026, an estimated $3.74K.
  • Covista Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #932 holding.
  • Pinnacle Wealth Planning Services first reported a position in Covista Inc in Q4 2020 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.