TWD
CVSA

True Wealth Design’s Covista Inc CVSA Stock Holding History

True Wealth Design’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 		$11.1K Buy
89
+2
+2% +$241 ﹤0.01% 1030
2026
Q1 		$10K Sell
87
-2
-2% -$214 ﹤0.01% 966
2025
Q4 		$9.21K Buy
89
+66
+287% +$7.56K ﹤0.01% 894
2025
Q3 		$3.55K Buy
23
+2
+10% +$256 ﹤0.01% 1215
2025
Q2 		$2.67K Hold
21
– – ﹤0.01% 1054
2025
Q1 		$2.11K Buy
21
+4
+24% +$399 ﹤0.01% 993
2024
Q4 		$1.54K Hold
17
– – ﹤0.01% 809
2024
Q3 		$1.28K Buy
+17
New +$1.25K ﹤0.01% 909

Other funds holding CVSA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

True Wealth Design's CVSA Position: Q2 2026 in Review

True Wealth Design increased its Covista Inc (CVSA) stake by 2.3% in Q2 2026, buying an estimated $241 and bringing the position to 89 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

True Wealth Design first reported a position in CVSA in Q3 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • True Wealth Design held 89 shares of Covista Inc worth $11.1K as of Q2 2026.
  • True Wealth Design bought 2 Covista Inc shares in Q2 2026, an estimated $241.
  • Covista Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1030 holding.
  • True Wealth Design first reported a position in Covista Inc in Q3 2024 and has held it in 8 quarters since.
  • 31 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.