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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
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 $5.72T 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 $3.66B 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 $618B AUM 30.34% 1-Year Est. Return

Caprock Group's NVST Position: Q1 2026 in Review

Caprock Group increased its Envista (NVST) stake by 11% in Q1 2026, buying an estimated $217K and bringing the position to 81,951 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #331.

Caprock Group first reported a position in NVST in Q1 2021 and has held it in 8 quarters since. 388 funds tracked by Wall St. Rank hold NVST as of Q1 2026.

  • Caprock Group held 81,951 shares of Envista worth $2.08M as of Q1 2026.
  • Caprock Group bought 8,383 Envista shares in Q1 2026, an estimated $217K.
  • Envista made up 0.05% of Caprock Group's portfolio in Q1 2026, its #331 holding.
  • Caprock Group first reported a position in Envista in Q1 2021 and has held it in 8 quarters since.
  • 388 funds tracked by Wall St. Rank held Envista as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.