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AE Wealth Management’s Envista NVST Stock Holding History

AE Wealth Management’s Portfolio NVST Stock Details NVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,651
Closed -$321K – 2245
2024
Q4 		$321K Buy
16,651
+6,192
+59% +$122K ﹤0.01% 1072
2024
Q3 		$207K Buy
+10,459
New +$182K ﹤0.01% 1171
2022
Q3 		– Sell
-7,579
Closed -$292K – 1834
2022
Q2 		$292K Buy
7,579
+907
+14% +$38.1K ﹤0.01% 1442
2022
Q1 		$325K Buy
6,672
+324
+5% +$14.9K ﹤0.01% 1388
2021
Q4 		$286K Sell
6,348
-1
-0% -$41 ﹤0.01% 1470
2021
Q3 		$265K Buy
6,349
+31
+0.5% +$1.31K ﹤0.01% 1413
2021
Q2 		$273K Sell
6,318
-338
-5% -$14.7K ﹤0.01% 1383
2021
Q1 		$272K Sell
6,656
-933
-12% -$35.5K ﹤0.01% 1293
2020
Q4 		$256K Buy
+7,589
New +$220K ﹤0.01% 1190

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AE Wealth Management's NVST Position: Q1 2025 in Review

AE Wealth Management sold out of Envista (NVST) in Q1 2025, closing a stake of 16,651 shares — an estimated $321K sold.

AE Wealth Management first reported a position in NVST in Q4 2020 and held it in 9 quarters. The position peaked at $325K in Q1 2022. 288 funds tracked by Wall St. Rank hold NVST as of Q1 2025.

  • AE Wealth Management reported no remaining Envista position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 16,651 Envista shares in Q1 2025, an estimated $321K.
  • AE Wealth Management first reported a position in Envista in Q4 2020 and held it in 9 quarters.
  • AE Wealth Management's Envista position peaked at $325K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Envista as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.