Jones Financial Companies
NVST icon

Jones Financial Companies’s Envista NVST Stock Holding History

Jones Financial Companies’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 		$3.75M Buy
139,140
+10,018
+8% +$253K ﹤0.01% 1318
2026
Q1 		$3.18M Buy
129,122
+128,296
+15,532% +$3.33M ﹤0.01% 1247
2025
Q4 		$17.9K Buy
826
+209
+34% +$4.29K ﹤0.01% 2981
2025
Q3 		$12.6K Buy
617
+213
+53% +$4.38K ﹤0.01% 2994
2025
Q2 		$7.95K Buy
404
+307
+316% +$5.34K ﹤0.01% 2961
2025
Q1 		$1.65K Sell
97
-37
-28% -$719 ﹤0.01% 3292
2024
Q4 		$2.58K Sell
134
-300
-69% -$5.93K ﹤0.01% 2938
2024
Q3 		$8.58K Buy
434
+43
+11% +$749 ﹤0.01% 2265
2024
Q2 		$6.5K Buy
391
+39
+11% +$737 ﹤0.01% 1886
2024
Q1 		$7.53K Buy
+352
New +$7.98K ﹤0.01% 1115
2022
Q1 		– Sell
-89
Closed -$4K – 795
2021
Q4 		$4K Hold
89
– – ﹤0.01% 672
2021
Q3 		$4K Hold
89
– – ﹤0.01% 594
2021
Q2 		$4K Hold
89
– – ﹤0.01% 577
2021
Q1 		$4K Buy
+89
New +$3.39K ﹤0.01% 662

Other funds holding NVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jones Financial Companies's NVST Position: Q2 2026 in Review

Jones Financial Companies increased its Envista (NVST) stake by 7.8% in Q2 2026, buying an estimated $253K and bringing the position to 139,140 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Jones Financial Companies first reported a position in NVST in Q1 2021 and has held it in 14 quarters since. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Jones Financial Companies held 139,140 shares of Envista worth $3.75M as of Q2 2026.
  • Jones Financial Companies bought 10,018 Envista shares in Q2 2026, an estimated $253K.
  • Envista made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1318 holding.
  • Jones Financial Companies first reported a position in Envista in Q1 2021 and has held it in 14 quarters since.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.