Wealth Enhancement Advisory Services
CVSA

Wealth Enhancement Advisory Services’s Covista Inc CVSA Stock Holding History

Wealth Enhancement Advisory Services’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 		$874K Buy
13,147
+764
+6% +$92.1K ﹤0.01% 2176
2026
Q1 		$700K Buy
12,383
+8,380
+209% +$895K ﹤0.01% 2060
2025
Q4 		$449K Buy
4,003
+2,043
+104% +$234K ﹤0.01% 2565
2025
Q3 		$283K Buy
1,960
+63
+3% +$8.07K ﹤0.01% 2851
2025
Q2 		$233K Buy
+1,897
New +$224K ﹤0.01% 2863

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

Wealth Enhancement Advisory Services's CVSA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Covista Inc (CVSA) stake by 6.2% in Q2 2026, buying an estimated $92.1K and bringing the position to 13,147 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Wealth Enhancement Advisory Services first reported a position in CVSA in Q2 2025 and has held it in 5 quarters since. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,147 shares of Covista Inc worth $874K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 764 Covista Inc shares in Q2 2026, an estimated $92.1K.
  • Covista Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2176 holding.
  • Wealth Enhancement Advisory Services first reported a position in Covista Inc in Q2 2025 and has held it in 5 quarters since.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.