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Avion Wealth’s Envista NVST Stock Holding History

Avion Wealth’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
Q2 		– Sell
-56
Closed -$1K – 1473
2025
Q1 		$1K Hold
56
– – ﹤0.01% 896
2024
Q4 		$1K Hold
56
– – ﹤0.01% 893
2024
Q3 		$1K Buy
56
+31
+124% +$540 ﹤0.01% 861
2024
Q2 		$0 Buy
25
+2
+9% +$38 ﹤0.01% 1162
2024
Q1 		$1K Buy
+23
New +$521 ﹤0.01% 1024
2023
Q4 		– Sell
-17
Closed – – 1259
2023
Q3 		$0 Buy
+17
New +$550 ﹤0.01% 1078

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avion Wealth's NVST Position: Q2 2025 in Review

Avion Wealth sold out of Envista (NVST) in Q2 2025, closing a stake of 56 shares — an estimated $1K sold.

Avion Wealth first reported a position in NVST in Q3 2023 and held it in 6 quarters. The position peaked at $1K in Q1 2025. 284 funds tracked by Wall St. Rank hold NVST as of Q2 2025.

  • Avion Wealth reported no remaining Envista position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 56 Envista shares in Q2 2025, an estimated $1K.
  • Avion Wealth first reported a position in Envista in Q3 2023 and held it in 6 quarters.
  • Avion Wealth's Envista position peaked at $1K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Envista as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.