Bell Investment Advisors’s Envista NVST Stock Holding History

Bell Investment Advisors’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	$812	Hold	32	–	–	﹤0.01%	1597
2025 Q4	$695	Sell	32 -11	-26%	-$226	﹤0.01%	1637
2025 Q3	$876	Hold	43	–	–	﹤0.01%	1588
2025 Q2	$841	Sell	43 -24	-36%	-$417	﹤0.01%	1644
2025 Q1	$1.16K	Hold	67	–	–	﹤0.01%	1499
2024 Q4	$1.29K	Sell	67 -13	-16%	-$257	﹤0.01%	1502
2024 Q3	$1.58K	Buy	80 +30	+60%	+$522	﹤0.01%	1444
2024 Q2	$832	Sell	50 -63	-56%	-$1.19K	﹤0.01%	1659
2024 Q1	$2.42K	Buy	113 +40	+55%	+$907	﹤0.01%	1267
2023 Q4	$1.76K	Sell	73 -27	-27%	-$645	﹤0.01%	1381
2023 Q3	$2.79K	Sell	100 -3	-3%	-$97	﹤0.01%	1125
2023 Q2	$3.49K	Sell	103 -24	-19%	-$847	﹤0.01%	1004
2023 Q1	$5.19K	Buy	127 +61	+92%	+$2.32K	﹤0.01%	765
2022 Q4	$2.22K	Buy	66 +40	+154%	+$1.37K	﹤0.01%	1230
2022 Q3	$1K	Sell	26 -180	-87%	-$6.82K	﹤0.01%	1501
2022 Q2	$8K	Buy	+206	New	+$8.66K	﹤0.01%	508
2021 Q4	–	Sell	-138	Closed	-$6K	–	1898
2021 Q3	$6K	Buy	+138	New	+$5.82K	﹤0.01%	653

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