CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Envista NVST Stock Holding History

CAPTRUST Financial Advisors’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 		$933K Buy
35,418
+8,295
+31% +$209K ﹤0.01% 1781
2026
Q1 		$688K Buy
27,123
+1,157
+4% +$30K ﹤0.01% 1819
2025
Q4 		$564K Buy
25,966
+8,752
+51% +$180K ﹤0.01% 1825
2025
Q3 		$351K Buy
17,214
+1,749
+11% +$35.9K ﹤0.01% 2067
2025
Q2 		$302K Buy
15,465
+4,290
+38% +$74.6K ﹤0.01% 2052
2025
Q1 		$193K Buy
+11,175
New +$217K ﹤0.01% 2168
2024
Q1 		– Sell
-44,207
Closed -$1.06M – 2480
2023
Q4 		$1.06M Buy
44,207
+5,335
+14% +$127K ﹤0.01% 1221
2023
Q3 		$1.08M Buy
38,872
+5,777
+17% +$187K ﹤0.01% 1163
2023
Q2 		$1.12M Buy
33,095
+2,313
+8% +$81.6K ﹤0.01% 1138
2023
Q1 		$1.26M Sell
30,782
-8,805
-22% -$335K 0.01% 920
2022
Q4 		$1.33M Sell
39,587
-80
-0.2% -$2.74K 0.01% 853
2022
Q3 		$1.3M Buy
39,667
+30,422
+329% +$1.15M 0.01% 819
2022
Q2 		$356K Buy
9,245
+960
+12% +$40.4K ﹤0.01% 1324
2022
Q1 		$404K Sell
8,285
-56
-0.7% -$2.58K ﹤0.01% 1261
2021
Q4 		$376K Sell
8,341
-43
-0.5% -$1.77K ﹤0.01% 1269
2021
Q3 		$351K Buy
8,384
+551
+7% +$23.2K ﹤0.01% 1213
2021
Q2 		$338K Buy
7,833
+4,055
+107% +$176K ﹤0.01% 1195
2021
Q1 		$154K Buy
3,778
+3,284
+665% +$125K ﹤0.01% 1661
2020
Q4 		$17K Hold
494
– – ﹤0.01% 2331
2020
Q3 		$12K Hold
494
– – ﹤0.01% 2209
2020
Q2 		$11K Sell
494
-6,684
-93% -$125K ﹤0.01% 2149
2020
Q1 		$103K Sell
7,178
-2,388
-25% -$61.2K ﹤0.01% 1112
2019
Q4 		$289K Buy
+9,566
New +$272K ﹤0.01% 859

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

CAPTRUST Financial Advisors's NVST Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Envista (NVST) stake by 31% in Q2 2026, buying an estimated $209K and bringing the position to 35,418 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

CAPTRUST Financial Advisors first reported a position in NVST in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.33M in Q4 2022. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • CAPTRUST Financial Advisors held 35,418 shares of Envista worth $933K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 8,295 Envista shares in Q2 2026, an estimated $209K.
  • Envista made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1781 holding.
  • CAPTRUST Financial Advisors first reported a position in Envista in Q4 2019 and has held it in 23 quarters since.
  • CAPTRUST Financial Advisors's Envista position peaked at $1.33M in Q4 2022.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.