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Summit Securities Group’s Envista NVST Stock Holding History

Summit Securities 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
2026
Q2 		– Sell
-939
Closed -$23.8K – 1312
2026
Q1 		$23.8K Buy
+939
New +$24.4K ﹤0.01% 494
2025
Q4 		– Sell
-103
Closed -$2.1K – 1178
2025
Q3 		$2.1K Buy
+103
New +$2.12K ﹤0.01% 950
2024
Q3 		– Sell
-5,087
Closed -$85K – 771
2024
Q2 		$85K Buy
+5,087
New +$96.1K 0.02% 236

Other funds holding NVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Summit Securities Group's NVST Position: Q2 2026 in Review

Summit Securities Group sold out of Envista (NVST) in Q2 2026, closing a stake of 939 shares — an estimated $23.8K sold.

Summit Securities Group first reported a position in NVST in Q2 2024 and held it in 3 quarters. The position peaked at $85K in Q2 2024. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Summit Securities Group reported no remaining Envista position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 939 Envista shares in Q2 2026, an estimated $23.8K.
  • Summit Securities Group first reported a position in Envista in Q2 2024 and held it in 3 quarters.
  • Summit Securities Group's Envista position peaked at $85K in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.