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Edgestream Partners’s Envista NVST Stock Holding History

Edgestream Partners’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 		$2.62M Buy
+103,213
New +$2.68M 0.09% 428
2025
Q3 		– Sell
-37,511
Closed -$733K – 1003
2025
Q2 		$733K Buy
+37,511
New +$653K 0.02% 691
2025
Q1 		– Sell
-114,953
Closed -$2.22M – 981
2024
Q4 		$2.22M Sell
114,953
-36,972
-24% -$731K 0.09% 377
2024
Q3 		$3M Buy
151,925
+127,430
+520% +$2.22M 0.13% 275
2024
Q2 		$407K Sell
24,495
-248,010
-91% -$4.69M 0.02% 699
2024
Q1 		$5.83M Buy
272,505
+84,767
+45% +$1.92M 0.29% 78
2023
Q4 		$4.52M Buy
187,738
+155,471
+482% +$3.72M 0.33% 40
2023
Q3 		$900K Sell
32,267
-89,733
-74% -$2.91M 0.07% 433
2023
Q2 		$4.13M Buy
+122,000
New +$4.3M 0.37% 29

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VPM
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VCM
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Franklin Resources
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GCM
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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