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Callan Family Office’s Envista NVST Stock Holding History

Callan Family Office’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
Q2 		$577K Buy
21,894
+5,324
+32% +$134K 0.01% 769
2026
Q1 		$420K Sell
16,570
-2,315
-12% -$60K 0.01% 825
2025
Q4 		$410K Buy
+18,885
New +$387K 0.01% 837

Other funds holding NVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Callan Family Office's NVST Position: Q2 2026 in Review

Callan Family Office increased its Envista (NVST) stake by 32% in Q2 2026, buying an estimated $134K and bringing the position to 21,894 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #769.

Callan Family Office first reported a position in NVST in Q4 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Callan Family Office held 21,894 shares of Envista worth $577K as of Q2 2026.
  • Callan Family Office bought 5,324 Envista shares in Q2 2026, an estimated $134K.
  • Envista made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #769 holding.
  • Callan Family Office first reported a position in Envista in Q4 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.