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Iron Triangle Partners’s Envista NVST Stock Holding History

Iron Triangle 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
2025
Q4 		$25.8M Buy
+1,186,704
New +$24.3M 2.95% 20
2025
Q3 		– Sell
-620,000
Closed -$12.1M – 33
2025
Q2 		$12.1M Sell
620,000
-612,798
-50% -$10.7M 1.86% 22
2025
Q1 		$21.3M Sell
1,232,798
-967,202
-44% -$18.8M 3.35% 14
2024
Q4 		$42.4M Buy
2,200,000
+10,631
+0.5% +$210K 4.67% 9
2024
Q3 		$43.3M Buy
+2,189,369
New +$38.1M 5.99% 6
2022
Q2 		– Sell
-300,000
Closed -$14.6M – 32
2022
Q1 		$14.6M Sell
300,000
-760,000
-72% -$35.1M 1.74% 24
2021
Q4 		$47.8M Sell
1,060,000
-408,787
-28% -$16.8M 6.66% 2
2021
Q3 		$61.4M Buy
1,468,787
+568,787
+63% +$24M 8.81% 2
2021
Q2 		$38.9M Sell
900,000
-10,000
-1% -$434K 4.01% 13
2021
Q1 		$37.1M Buy
910,000
+9,313
+1% +$355K 4.72% 9
2020
Q4 		$30.4M Buy
900,687
+600,687
+200% +$17.4M 3.94% 11
2020
Q3 		$7.4M Sell
300,000
-200,000
-40% -$4.61M 1.65% 23
2020
Q2 		$10.5M Buy
+500,000
New +$9.37M 2.66% 19
2020
Q1 		– Sell
-596,064
Closed -$17.7M – 31
2019
Q4 		$17.7M Buy
+596,064
New +$17M 4.68% 9

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Iron Triangle Partners's NVST Position: Q4 2025 in Review

Iron Triangle Partners opened a new position in Envista (NVST) in Q4 2025: 1,186,704 shares worth $25.8M. The stake represents 2.95% of the portfolio and ranks #20 among its holdings. This is a return to the name: Iron Triangle Partners previously reported a position in NVST as recently as Q2 2025.

Iron Triangle Partners first reported a position in NVST in Q4 2019 and has held it in 14 quarters since. The position peaked at $61.4M in Q3 2021. 336 funds tracked by Wall St. Rank hold NVST as of Q4 2025.

  • Iron Triangle Partners held 1,186,704 shares of Envista worth $25.8M as of Q4 2025.
  • Envista was a new Iron Triangle Partners position in Q4 2025.
  • Envista made up 2.95% of Iron Triangle Partners's portfolio in Q4 2025, its #20 holding.
  • Iron Triangle Partners first reported a position in Envista in Q4 2019 and has held it in 14 quarters since.
  • Iron Triangle Partners's Envista position peaked at $61.4M in Q3 2021.
  • 336 funds tracked by Wall St. Rank held Envista as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.