CFO
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CVA Family Office’s Envista NVST Stock Holding History

CVA Family Office’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 		$4.9K Buy
+193
New +$5K ﹤0.01% 1246
2025
Q2 		– Sell
-30
Closed -$518 – 1400
2025
Q1 		$518 Hold
30
– – ﹤0.01% 1256
2024
Q4 		$579 Hold
30
– – ﹤0.01% 1191
2024
Q3 		$593 Buy
+30
New +$522 ﹤0.01% 1165
2021
Q4 		– Sell
-39
Closed -$1K – 915
2021
Q3 		$1K Buy
39
+29
+290% +$1.22K ﹤0.01% 352
2021
Q2 		$0 Sell
10
-39
-80% -$1.69K ﹤0.01% 968
2021
Q1 		$2K Buy
49
+10
+26% +$381 ﹤0.01% 711
2020
Q4 		$1K Hold
39
– – ﹤0.01% 346
2020
Q3 		$1K Hold
39
– – ﹤0.01% 352
2020
Q2 		$1K Hold
39
– – ﹤0.01% 315
2020
Q1 		$1K Buy
+39
New +$999 ﹤0.01% 299

Other funds holding NVST

BlackRock
BlackRock New York $5.7T 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 $2.9B 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 $141B AUM 30.34% 1-Year Est. Return