SPIA
CVSA

Steward Partners Investment Advisory’s Covista Inc CVSA Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-11
Closed -$1.27K – 4669
2026
Q1 		$1.27K Buy
+11
New +$1.18K ﹤0.01% 4150
2025
Q4 		– Sell
-198
Closed -$30.6K – 4318
2025
Q3 		$30.6K Hold
198
– – ﹤0.01% 2880
2025
Q2 		$25.2K Sell
198
-480
-71% -$56.8K ﹤0.01% 2809
2025
Q1 		$68.2K Hold
678
– – ﹤0.01% 2216
2024
Q4 		$61.6K Hold
678
– – ﹤0.01% 2227
2024
Q3 		$51.2K Hold
678
– – ﹤0.01% 2224
2024
Q2 		$46.2K Buy
+678
New +$39.8K ﹤0.01% 2146

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

Steward Partners Investment Advisory's CVSA Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Covista Inc (CVSA) in Q2 2026, closing a stake of 11 shares — an estimated $1.27K sold.

Steward Partners Investment Advisory first reported a position in CVSA in Q2 2024 and held it in 7 quarters. The position peaked at $68.2K in Q1 2025. 375 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Covista Inc position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 11 Covista Inc shares in Q2 2026, an estimated $1.27K.
  • Steward Partners Investment Advisory first reported a position in Covista Inc in Q2 2024 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Covista Inc position peaked at $68.2K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.