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SOA Wealth Advisors’s CVD Equipment Corp CVV Stock Holding History

SOA Wealth Advisors’s Portfolio CVV Stock Details CVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5K Buy
+2,771
New +$11.8K ﹤0.01% 574

Other funds holding CVV

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

SOA Wealth Advisors's CVV Position: Q1 2026 in Review

SOA Wealth Advisors opened a new position in CVD Equipment Corp (CVV) in Q1 2026: 2,771 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings.

29 funds tracked by Wall St. Rank hold CVV as of Q1 2026.

  • SOA Wealth Advisors held 2,771 shares of CVD Equipment Corp worth $11.5K as of Q1 2026.
  • CVD Equipment Corp was a new SOA Wealth Advisors position in Q1 2026.
  • CVD Equipment Corp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #574 holding.
  • 29 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.