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Capital A Wealth Management’s Envista NVST Stock Holding History

Capital A Wealth Management’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 		$2.36K Buy
+98
New +$1.71K 0.03% 304
2025
Q1 		– Sell
-6
Closed -$116 – 855
2024
Q4 		$116 Buy
+6
New +$119 ﹤0.01% 759

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

Capital A Wealth Management's NVST Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Envista (NVST) in Q2 2025: 98 shares worth $2.36K. The stake represents 0.03% of the portfolio and ranks #304 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in NVST as recently as Q4 2024.

Capital A Wealth Management first reported a position in NVST in Q4 2024 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold NVST as of Q2 2025.

  • Capital A Wealth Management held 98 shares of Envista worth $2.36K as of Q2 2025.
  • Envista was a new Capital A Wealth Management position in Q2 2025.
  • Envista made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #304 holding.
  • Capital A Wealth Management first reported a position in Envista in Q4 2024 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Envista as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.