Rise Advisors’s Envista NVST Stock Holding History

Rise Advisors’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	-561	Closed	-$11.4K	–	1001
2025 Q3	$11.4K	Hold	561	–	–	﹤0.01%	920
2025 Q2	$11K	Hold	561	–	–	﹤0.01%	943
2025 Q1	$9.68K	Buy	+561	New	+$10.9K	﹤0.01%	991

Other funds holding NVST

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Rise Advisors's NVST Position: Q4 2025 in Review

Rise Advisors sold out of Envista (NVST) in Q4 2025, closing a stake of 561 shares — an estimated $11.4K sold.

Rise Advisors first reported a position in NVST in Q1 2025 and held it in 3 quarters. The position peaked at $11.4K in Q3 2025. 337 funds tracked by Wall St. Rank hold NVST as of Q4 2025.

Rise Advisors reported no remaining Envista position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 561 Envista shares in Q4 2025, an estimated $11.4K.
Rise Advisors first reported a position in Envista in Q1 2025 and held it in 3 quarters.
Rise Advisors's Envista position peaked at $11.4K in Q3 2025.
337 funds tracked by Wall St. Rank held Envista as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.