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Principal Securities’s Envista NVST Stock Holding History

Principal Securities’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 		– Sell
-243
Closed -$4.95K – 2785
2025
Q3 		$4.95K Buy
243
+18
+8% +$370 ﹤0.01% 2969
2025
Q2 		$4.4K Buy
225
+43
+24% +$748 ﹤0.01% 2903
2025
Q1 		$3.51K Hold
182
– – ﹤0.01% 2898
2024
Q4 		$3.51K Buy
182
+37
+26% +$732 ﹤0.01% 2894
2024
Q3 		$2.87K Sell
145
-73
-33% -$1.27K ﹤0.01% 2843
2024
Q2 		$3.63K Buy
218
+46
+27% +$869 ﹤0.01% 2742
2024
Q1 		$3.68K Buy
172
+93
+118% +$2.11K ﹤0.01% 2710
2023
Q4 		$1.9K Buy
+79
New +$1.89K ﹤0.01% 2826

Other funds holding NVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Principal Securities's NVST Position: Q4 2025 in Review

Principal Securities sold out of Envista (NVST) in Q4 2025, closing a stake of 243 shares — an estimated $4.95K sold.

Principal Securities first reported a position in NVST in Q4 2023 and held it in 8 quarters. The position peaked at $4.95K in Q3 2025. 337 funds tracked by Wall St. Rank hold NVST as of Q4 2025.

  • Principal Securities reported no remaining Envista position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 243 Envista shares in Q4 2025, an estimated $4.95K.
  • Principal Securities first reported a position in Envista in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Envista position peaked at $4.95K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Envista as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.