Leeward Investments’s Envista NVST Stock Holding History

Leeward Investments’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	$12M	Sell	456,259 -15,883	-3%	-$401K	0.55%	78
2026 Q1	$12M	Sell	472,142 -14,128	-3%	-$366K	0.59%	73
2025 Q4	$10.6M	Sell	486,270 -12,202	-2%	-$250K	0.53%	84
2025 Q3	$10.2M	Sell	498,472 -13,570	-3%	-$279K	0.52%	88
2025 Q2	$10M	Sell	512,042 -17,070	-3%	-$297K	0.53%	81
2025 Q1	$9.13M	Sell	529,112 -20,728	-4%	-$403K	0.49%	93
2024 Q4	$10.6M	Sell	549,840 -33,235	-6%	-$657K	0.53%	83
2024 Q3	$11.5M	Sell	583,075 -57,514	-9%	-$1M	0.53%	83
2024 Q2	$10.7M	Buy	640,589 +6,982	+1%	+$132K	0.49%	103
2024 Q1	$13.5M	Sell	633,607 -3,020	-0.5%	-$68.5K	0.6%	74
2023 Q4	$15.3M	Sell	636,627 -10,948	-2%	-$262K	0.72%	56
2023 Q3	$18.1M	Sell	647,575 -31,326	-5%	-$1.01M	0.92%	29
2023 Q2	$23M	Sell	678,901 -30,714	-4%	-$1.08M	1.08%	16
2023 Q1	$29M	Sell	709,615 -25,149	-3%	-$956K	1.32%	9
2022 Q4	$24.7M	Sell	734,764 -6,321	-0.9%	-$216K	1.1%	19
2022 Q3	$24.3M	Sell	741,085 -11,227	-1%	-$425K	1.16%	13
2022 Q2	$29M	Sell	752,312 -15,194	-2%	-$639K	1.32%	13
2022 Q1	$37.4M	Buy	+767,506	New	+$35.4M	1.48%	7

Other funds holding NVST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Leeward Investments's NVST Position: Q2 2026 in Review

Leeward Investments reduced its Envista (NVST) stake by 3.4% in Q2 2026, selling an estimated $401K and leaving 456,259 shares worth $12M. The position accounts for 0.55% of the portfolio, ranked #78.

Leeward Investments first reported a position in NVST in Q1 2022 and has held it in 18 quarters since. The position peaked at $37.4M in Q1 2022. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

Leeward Investments held 456,259 shares of Envista worth $12M as of Q2 2026.
Leeward Investments sold 15,883 Envista shares in Q2 2026, an estimated $401K.
Envista made up 0.55% of Leeward Investments's portfolio in Q2 2026, its #78 holding.
Leeward Investments first reported a position in Envista in Q1 2022 and has held it in 18 quarters since.
Leeward Investments's Envista position peaked at $37.4M in Q1 2022.
382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.