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Caprock Group’s Envista NVST Stock Holding History

Caprock Group’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 		$2.41M Buy
91,302
+9,351
+11% +$236K 0.05% 339
2026
Q1 		$2.08M Buy
81,951
+8,383
+11% +$217K 0.05% 331
2025
Q4 		$1.6M Buy
73,568
+62,388
+558% +$1.28M 0.03% 456
2025
Q3 		$237K Buy
+11,180
New +$230K 0.01% 1014
2022
Q2 		– Sell
-6,200
Closed -$302K – 610
2022
Q1 		$302K Hold
6,200
– – 0.03% 418
2021
Q4 		$279K Hold
6,200
– – 0.02% 452
2021
Q3 		$259K Hold
6,200
– – 0.02% 424
2021
Q2 		$268K Hold
6,200
– – 0.02% 409
2021
Q1 		$253K Buy
+6,200
New +$236K 0.03% 395

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 $3.37T AUM 44.26% 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

Caprock Group's NVST Position: Q2 2026 in Review

Caprock Group increased its Envista (NVST) stake by 11% in Q2 2026, buying an estimated $236K and bringing the position to 91,302 shares worth $2.41M. The position accounts for 0.05% of the portfolio, ranked #339.

Caprock Group first reported a position in NVST in Q1 2021 and has held it in 9 quarters since. 383 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Caprock Group held 91,302 shares of Envista worth $2.41M as of Q2 2026.
  • Caprock Group bought 9,351 Envista shares in Q2 2026, an estimated $236K.
  • Envista made up 0.05% of Caprock Group's portfolio in Q2 2026, its #339 holding.
  • Caprock Group first reported a position in Envista in Q1 2021 and has held it in 9 quarters since.
  • 383 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.