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 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 $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return