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Chicago Partners Investment Group’s Envista NVST Stock Holding History

Chicago Partners Investment 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 		$1.17M Buy
44,575
+12,688
+40% +$320K 0.02% 580
2026
Q1 		$865K Buy
31,887
+9,437
+42% +$245K 0.02% 615
2025
Q4 		$535K Buy
22,450
+1,898
+9% +$38.9K 0.01% 725
2025
Q3 		$412K Buy
+20,552
New +$422K 0.01% 803

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

Chicago Partners Investment Group's NVST Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Envista (NVST) stake by 40% in Q2 2026, buying an estimated $320K and bringing the position to 44,575 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #580.

Chicago Partners Investment Group first reported a position in NVST in Q3 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Chicago Partners Investment Group held 44,575 shares of Envista worth $1.17M as of Q2 2026.
  • Chicago Partners Investment Group bought 12,688 Envista shares in Q2 2026, an estimated $320K.
  • Envista made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #580 holding.
  • Chicago Partners Investment Group first reported a position in Envista in Q3 2025 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.