Covestor’s Envista NVST Stock Holding History

Covestor’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	$76K	Sell	2,998 -1,676	-36%	-$43.5K	0.05%	430
2025 Q4	$102K	Buy	4,674 +3,760	+411%	+$77.1K	0.05%	567
2025 Q3	$18K	Sell	914 -212	-19%	-$4.36K	0.01%	1315
2025 Q2	$22K	Sell	1,126 -901	-44%	-$15.7K	0.01%	1222
2025 Q1	$35K	Sell	2,027 -406	-17%	-$7.89K	0.02%	974
2024 Q4	$47K	Sell	2,433 -3,926	-62%	-$77.6K	0.03%	880
2024 Q3	$125K	Buy	6,359 +1,621	+34%	+$28.2K	0.08%	394
2024 Q2	$79K	Buy	4,738 +1,326	+39%	+$25.1K	0.05%	638
2024 Q1	$73K	Sell	3,412 -46	-1%	-$1.04K	0.05%	722
2023 Q4	$83K	Buy	3,458 +996	+40%	+$23.8K	0.06%	609
2023 Q3	$69K	Buy	2,462 +624	+34%	+$20.2K	0.05%	621
2023 Q2	$62K	Sell	1,838 -455	-20%	-$16.1K	0.05%	686
2023 Q1	$94K	Buy	2,293 +430	+23%	+$16.3K	0.08%	410
2022 Q4	$63K	Buy	1,863 +209	+13%	+$7.15K	0.05%	627
2022 Q3	$54K	Buy	1,654 +610	+58%	+$23.1K	0.05%	669
2022 Q2	$40K	Sell	1,044 -229	-18%	-$9.63K	0.03%	808
2022 Q1	$62K	Buy	1,273 +330	+35%	+$15.2K	0.04%	728
2021 Q4	$43K	Buy	+943	New	+$38.8K	0.06%	630

Other funds holding NVST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return