SWM
CVSA

Spire Wealth Management’s Covista Inc CVSA Stock Holding History

Spire Wealth Management’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 		$225K Buy
1,802
+200
+12% +$24.1K 0.01% 750
2026
Q1 		$185K Sell
1,602
-500
-24% -$53.4K 0.01% 800
2025
Q4 		$217K Sell
2,102
-298
-12% -$34.1K 0.01% 772
2025
Q3 		$371K Sell
2,400
-200
-8% -$25.6K 0.01% 612
2025
Q2 		$331K Sell
2,600
-200
-7% -$23.6K 0.01% 612
2025
Q1 		$282K Hold
2,800
– – 0.01% 729
2024
Q4 		$254K Buy
+2,800
New +$234K 0.01% 748

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

Spire Wealth Management's CVSA Position: Q2 2026 in Review

Spire Wealth Management increased its Covista Inc (CVSA) stake by 12% in Q2 2026, buying an estimated $24.1K and bringing the position to 1,802 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #750.

Spire Wealth Management first reported a position in CVSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $371K in Q3 2025. 378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Spire Wealth Management held 1,802 shares of Covista Inc worth $225K as of Q2 2026.
  • Spire Wealth Management bought 200 Covista Inc shares in Q2 2026, an estimated $24.1K.
  • Covista Inc made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #750 holding.
  • Spire Wealth Management first reported a position in Covista Inc in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Covista Inc position peaked at $371K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.