Envestnet Asset Management
NVST icon

Envestnet Asset Management’s Envista NVST Stock Holding History

Envestnet Asset Management’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 		$4.59M Sell
174,031
-1,823
-1% -$46K ﹤0.01% 2525
2026
Q1 		$4.46M Buy
175,854
+87,715
+100% +$2.27M ﹤0.01% 2394
2025
Q4 		$1.91M Sell
88,139
-131,254
-60% -$2.69M ﹤0.01% 2862
2025
Q3 		$4.47M Sell
219,393
-11,366
-5% -$233K ﹤0.01% 2332
2025
Q2 		$4.51M Buy
230,759
+30,051
+15% +$523K ﹤0.01% 2266
2025
Q1 		$3.46M Buy
200,708
+71,828
+56% +$1.4M ﹤0.01% 2381
2024
Q4 		$2.49M Sell
128,880
-2,809
-2% -$55.5K ﹤0.01% 2561
2024
Q3 		$2.6M Sell
131,689
-14,188
-10% -$247K ﹤0.01% 2497
2024
Q2 		$2.43M Buy
145,877
+1,648
+1% +$31.1K ﹤0.01% 2477
2024
Q1 		$3.08M Buy
144,229
+11,786
+9% +$267K ﹤0.01% 2305
2023
Q4 		$3.19M Sell
132,443
-42,698
-24% -$1.02M ﹤0.01% 2181
2023
Q3 		$4.88M Buy
175,141
+128,656
+277% +$4.17M ﹤0.01% 1814
2023
Q2 		$1.57M Sell
46,485
-31,872
-41% -$1.12M ﹤0.01% 2439
2023
Q1 		$3.2M Sell
78,357
-29,787
-28% -$1.13M ﹤0.01% 1897
2022
Q4 		$3.64M Buy
108,144
+35,326
+49% +$1.21M ﹤0.01% 1782
2022
Q3 		$2.39M Sell
72,818
-29,715
-29% -$1.13M ﹤0.01% 1975
2022
Q2 		$3.95M Buy
102,533
+10,411
+11% +$438K ﹤0.01% 1654
2022
Q1 		$4.49M Sell
92,122
-3,254
-3% -$150K ﹤0.01% 1667
2021
Q4 		$4.3M Buy
95,376
+12,939
+16% +$532K ﹤0.01% 1674
2021
Q3 		$3.45M Buy
82,437
+18,397
+29% +$776K ﹤0.01% 1752
2021
Q2 		$2.77M Sell
64,040
-4,145
-6% -$180K ﹤0.01% 1859
2021
Q1 		$2.78M Buy
68,185
+23,035
+51% +$878K ﹤0.01% 1750
2020
Q4 		$1.52M Buy
+45,150
New +$1.31M ﹤0.01% 1935
2020
Q2 		– Sell
-10,164
Closed -$152K – 3143
2020
Q1 		$152K Buy
10,164
+1,740
+21% +$44.6K ﹤0.01% 2781
2019
Q4 		$250K Buy
+8,424
New +$240K ﹤0.01% 2816

Other funds holding NVST

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management's NVST Position: Q2 2026 in Review

Envestnet Asset Management reduced its Envista (NVST) stake by 1% in Q2 2026, selling an estimated $46K and leaving 174,031 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Envestnet Asset Management first reported a position in NVST in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.88M in Q3 2023. 127 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Envestnet Asset Management held 174,031 shares of Envista worth $4.59M as of Q2 2026.
  • Envestnet Asset Management sold 1,823 Envista shares in Q2 2026, an estimated $46K.
  • Envista made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2525 holding.
  • Envestnet Asset Management first reported a position in Envista in Q4 2019 and has held it in 25 quarters since.
  • Envestnet Asset Management's Envista position peaked at $4.88M in Q3 2023.
  • 127 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.