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Global Financial Private Client’s Envista NVST Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-25
Closed -$432 – 1145
2025
Q1 		$432 Buy
25
+17
+213% +$331 ﹤0.01% 1334
2024
Q4 		$154 Buy
+8
New +$158 ﹤0.01% 1370

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Global Financial Private Client's NVST Position: Q2 2025 in Review

Global Financial Private Client sold out of Envista (NVST) in Q2 2025, closing a stake of 25 shares — an estimated $432 sold.

Global Financial Private Client first reported a position in NVST in Q4 2024 and held it in 2 quarters. The position peaked at $432 in Q1 2025. 284 funds tracked by Wall St. Rank hold NVST as of Q2 2025.

  • Global Financial Private Client reported no remaining Envista position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 25 Envista shares in Q2 2025, an estimated $432.
  • Global Financial Private Client first reported a position in Envista in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Envista position peaked at $432 in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Envista as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.