PCS
CVSA

Private Client Services’s Covista Inc CVSA Stock Holding History

Private Client 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 		$686K Sell
5,505
-447
-8% -$53.9K 0.18% 104
2026
Q1 		$686K Buy
5,952
+1,587
+36% +$169K 0.21% 90
2025
Q4 		$452K Sell
4,365
-512
-10% -$58.6K 0.14% 111
2025
Q3 		$753K Buy
4,877
+678
+16% +$86.8K 0.25% 74
2025
Q2 		$534K Buy
+4,199
New +$496K 0.21% 99

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

Private Client Services's CVSA Position: Q2 2026 in Review

Private Client Services reduced its Covista Inc (CVSA) stake by 7.5% in Q2 2026, selling an estimated $53.9K and leaving 5,505 shares worth $686K. The position accounts for 0.18% of the portfolio, ranked #104.

Private Client Services first reported a position in CVSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $753K in Q3 2025. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Private Client Services held 5,505 shares of Covista Inc worth $686K as of Q2 2026.
  • Private Client Services sold 447 Covista Inc shares in Q2 2026, an estimated $53.9K.
  • Covista Inc made up 0.18% of Private Client Services's portfolio in Q2 2026, its #104 holding.
  • Private Client Services first reported a position in Covista Inc in Q2 2025 and has held it in 5 quarters since.
  • Private Client Services's Covista Inc position peaked at $753K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.