Charles Schwab
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Charles Schwab’s Envista NVST Stock Holding History

Charles Schwab’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 		$51.9M Sell
1,969,683
-168,888
-8% -$4.26M 0.01% 1215
2026
Q1 		$54.3M Buy
2,138,571
+15,995
+0.8% +$415K 0.01% 1102
2025
Q4 		$46.1M Sell
2,122,576
-67,297
-3% -$1.38M 0.01% 1213
2025
Q3 		$44.6M Sell
2,189,873
-43,658
-2% -$897K 0.01% 1228
2025
Q2 		$43.6M Sell
2,233,531
-141,578
-6% -$2.46M 0.01% 1185
2025
Q1 		$41M Buy
2,375,109
+57,478
+2% +$1.12M 0.01% 1204
2024
Q4 		$44.7M Buy
2,317,631
+179,600
+8% +$3.55M 0.01% 1213
2024
Q3 		$42.2M Sell
2,138,031
-306,382
-13% -$5.33M 0.01% 1235
2024
Q2 		$40.7M Buy
2,444,413
+163,891
+7% +$3.1M 0.01% 1211
2024
Q1 		$48.8M Buy
2,280,522
+153,987
+7% +$3.49M 0.01% 1062
2023
Q4 		$51.2M Buy
2,126,535
+190,572
+10% +$4.55M 0.01% 960
2023
Q3 		$54M Buy
1,935,963
+59,689
+3% +$1.93M 0.02% 827
2023
Q2 		$63.5M Buy
1,876,274
+16,885
+0.9% +$596K 0.02% 723
2023
Q1 		$76M Buy
1,859,389
+414,756
+29% +$15.8M 0.02% 599
2022
Q4 		$48.6M Buy
1,444,633
+38,699
+3% +$1.32M 0.02% 834
2022
Q3 		$46.1M Buy
1,405,934
+39,475
+3% +$1.5M 0.02% 811
2022
Q2 		$52.7M Sell
1,366,459
-4,842
-0.4% -$204K 0.02% 720
2022
Q1 		$66.8M Buy
1,371,301
+37,539
+3% +$1.73M 0.02% 698
2021
Q4 		$60.1M Buy
1,333,762
+53,933
+4% +$2.22M 0.02% 779
2021
Q3 		$53.5M Buy
1,279,829
+53,843
+4% +$2.27M 0.02% 817
2021
Q2 		$53M Buy
1,225,986
+51,525
+4% +$2.23M 0.02% 827
2021
Q1 		$47.9M Buy
1,174,461
+103,226
+10% +$3.93M 0.02% 859
2020
Q4 		$36.1M Buy
1,071,235
+13,213
+1% +$383K 0.01% 990
2020
Q3 		$26.1M Sell
1,058,022
-12,181
-1% -$281K 0.01% 1035
2020
Q2 		$22.6M Buy
1,070,203
+69,119
+7% +$1.3M 0.01% 1086
2020
Q1 		$15M Buy
1,001,084
+4,080
+0.4% +$104K 0.01% 1193
2019
Q4 		$29.6M Buy
+997,004
New +$28.4M 0.02% 948

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

Charles Schwab's NVST Position: Q2 2026 in Review

Charles Schwab reduced its Envista (NVST) stake by 7.9% in Q2 2026, selling an estimated $4.26M and leaving 1,969,683 shares worth $51.9M. The position accounts for 0.01% of the portfolio, ranked #1215.

Charles Schwab first reported a position in NVST in Q4 2019 and has held it in 27 quarters since. The position peaked at $76M in Q1 2023. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Charles Schwab held 1,969,683 shares of Envista worth $51.9M as of Q2 2026.
  • Charles Schwab sold 168,888 Envista shares in Q2 2026, an estimated $4.26M.
  • Envista made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1215 holding.
  • Charles Schwab first reported a position in Envista in Q4 2019 and has held it in 27 quarters since.
  • Charles Schwab's Envista position peaked at $76M in Q1 2023.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.