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Private Wealth Management Group’s Envista NVST Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-275
Closed -$4.75K – 1569
2025
Q1 		$4.75K Hold
275
– – ﹤0.01% 750
2024
Q4 		$5.3K Hold
275
– – ﹤0.01% 718
2024
Q3 		$5.43K Buy
275
+241
+709% +$4.2K ﹤0.01% 693
2024
Q2 		$566 Sell
34
-91
-73% -$1.72K ﹤0.01% 1417
2024
Q1 		$2.67K Buy
125
+41
+49% +$929 ﹤0.01% 848
2023
Q4 		$2.02K Buy
+84
New +$2.01K ﹤0.01% 975

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Wealth Management Group's NVST Position: Q2 2025 in Review

Private Wealth Management Group sold out of Envista (NVST) in Q2 2025, closing a stake of 275 shares — an estimated $4.75K sold.

Private Wealth Management Group first reported a position in NVST in Q4 2023 and held it in 6 quarters. The position peaked at $5.43K in Q3 2024. 284 funds tracked by Wall St. Rank hold NVST as of Q2 2025.

  • Private Wealth Management Group reported no remaining Envista position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 275 Envista shares in Q2 2025, an estimated $4.75K.
  • Private Wealth Management Group first reported a position in Envista in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Envista position peaked at $5.43K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Envista as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.