VFA
CVSA

Valeo Financial Advisors’s Covista Inc CVSA Stock Holding History

Valeo Financial Advisors’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 		$249K Buy
+1,996
New +$241K 0.01% 684

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

Valeo Financial Advisors's CVSA Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Covista Inc (CVSA) in Q2 2026: 1,996 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings.

378 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Valeo Financial Advisors held 1,996 shares of Covista Inc worth $249K as of Q2 2026.
  • Covista Inc was a new Valeo Financial Advisors position in Q2 2026.
  • Covista Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #684 holding.
  • 378 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.