BTI
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Blue Trust Inc’s Envista NVST Stock Holding History

Blue Trust Inc’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 		$55K Sell
2,167
-748
-26% -$19.4K ﹤0.01% 1279
2025
Q4 		$63.3K Sell
2,915
-50
-2% -$1.03K ﹤0.01% 1262
2025
Q3 		$60.4K Buy
2,965
+469
+19% +$9.63K ﹤0.01% 1317
2025
Q2 		$48.8K Buy
2,496
+320
+15% +$5.57K ﹤0.01% 1463
2025
Q1 		$37.6K Buy
2,176
+806
+59% +$15.7K ﹤0.01% 1485
2024
Q4 		$26.4K Sell
1,370
-587
-30% -$11.6K ﹤0.01% 1526
2024
Q3 		$32.5K Buy
1,957
+804
+70% +$14K ﹤0.01% 1748
2024
Q2 		$24.7K Buy
1,153
+784
+212% +$14.8K ﹤0.01% 1566
2024
Q1 		$7.89K Sell
369
-219
-37% -$4.96K ﹤0.01% 1504
2023
Q4 		$16K Buy
588
+120
+26% +$2.87K ﹤0.01% 1399
2023
Q3 		$16K Buy
468
+448
+2,240% +$14.5K ﹤0.01% 1251
2023
Q2 		$1K Sell
20
-1,044
-98% -$36.8K ﹤0.01% 1892
2023
Q1 		$36K Buy
1,064
+236
+29% +$8.97K ﹤0.01% 1168
2022
Q4 		$27K Sell
828
-8
-1% -$274 ﹤0.01% 1180
2022
Q3 		$32K Buy
836
+675
+419% +$25.6K ﹤0.01% 912
2022
Q2 		$8K Buy
+161
New +$6.77K ﹤0.01% 1288

Other funds holding NVST

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return
State Street
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