Allworth Financial’s Envista NVST Stock Holding History

Allworth Financial’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
2026 Q1	$55.9K	Buy	2,204 +399	+22%	+$10.3K	﹤0.01%	2237
2025 Q4	$39.2K	Buy	1,805 +776	+75%	+$15.9K	﹤0.01%	2354
2025 Q3	$21K	Buy	1,029 +58	+6%	+$1.19K	﹤0.01%	2679
2025 Q2	$19K	Buy	971 +782	+414%	+$13.6K	﹤0.01%	2551
2025 Q1	$3.02K	Sell	189 -1,042	-85%	-$20.3K	﹤0.01%	3038
2024 Q4	$25.9K	Sell	1,231 -17	-1%	-$336	﹤0.01%	1938
2024 Q3	$24.7K	Sell	1,248 -212	-15%	-$3.69K	﹤0.01%	1780
2024 Q2	$24.2K	Buy	1,460 +712	+95%	+$13.5K	﹤0.01%	1759
2024 Q1	$16K	Buy	748 +99	+15%	+$2.24K	﹤0.01%	1897
2023 Q4	$15.6K	Buy	649 +635	+4,536%	+$15.2K	﹤0.01%	1781
2023 Q3	$391	Sell	14 -27	-66%	-$874	﹤0.01%	3098
2023 Q2	$1.39K	Buy	41 +9	+28%	+$318	﹤0.01%	2631
2023 Q1	$1.31K	Sell	32 -3	-9%	-$114	﹤0.01%	2571
2022 Q4	$1.18K	Buy	35 +26	+289%	+$889	﹤0.01%	2420
2022 Q3	$0	Buy	9 +3	+50%	+$114	﹤0.01%	2958
2022 Q2	$0	Hold	6	–	–	﹤0.01%	2668
2022 Q1	$0	Hold	6	–	–	﹤0.01%	2293
2021 Q4	$0	Hold	6	–	–	﹤0.01%	2066
2021 Q3	$0	Buy	+6	New	+$253	﹤0.01%	1946

Other funds holding NVST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return