Diversified Trust’s Envista NVST Stock Holding History

Diversified Trust’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 Q3	$755K	Buy	+32,164	New	+$853K	0.02%	551
2023 Q4	–	Sell	-129,147	Closed	-$3.6M	–	922
2023 Q3	$3.6M	Buy	129,147 +27,592	+27%	+$893K	0.14%	86
2023 Q2	$3.44M	Sell	101,555 -21,084	-17%	-$744K	0.13%	95
2023 Q1	$5.01M	Sell	122,639 -10,237	-8%	-$389K	0.2%	66
2022 Q4	$4.47M	Buy	132,876 +58,086	+78%	+$1.99M	0.19%	71
2022 Q3	$2.45M	Buy	74,790 +31,466	+73%	+$1.19M	0.11%	97
2022 Q2	$1.67M	Buy	+43,324	New	+$1.82M	0.07%	141
2021 Q4	–	Sell	-10,986	Closed	-$459K	–	885
2021 Q3	$459K	Buy	10,986 +488	+5%	+$20.6K	0.02%	431
2021 Q2	$454K	Sell	10,498 -1,302	-11%	-$56.5K	0.02%	427
2021 Q1	$481K	Sell	11,800 -2,300	-16%	-$87.6K	0.02%	384
2020 Q4	$476K	Hold	14,100	–	–	0.02%	357
2020 Q3	$348K	Buy	14,100 +875	+7%	+$20.2K	0.02%	392
2020 Q2	$279K	Sell	13,225 -2	-0%	-$37	0.01%	418
2020 Q1	$198K	Buy	+13,227	New	+$339K	0.01%	377

Other funds holding NVST

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Diversified Trust's NVST Position: Q3 2026 in Review

Diversified Trust opened a new position in Envista (NVST) in Q3 2026: 32,164 shares worth $755K. The stake represents 0.02% of the portfolio and ranks #551 among its holdings. This is a return to the name: Diversified Trust previously reported a position in NVST as recently as Q3 2023.

Diversified Trust first reported a position in NVST in Q1 2020 and has held it in 14 quarters since. The position peaked at $5.01M in Q1 2023. 162 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

Diversified Trust held 32,164 shares of Envista worth $755K as of Q3 2026.
Envista was a new Diversified Trust position in Q3 2026.
Envista made up 0.02% of Diversified Trust's portfolio in Q3 2026, its #551 holding.
Diversified Trust first reported a position in Envista in Q1 2020 and has held it in 14 quarters since.
Diversified Trust's Envista position peaked at $5.01M in Q1 2023.
162 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.