STA
NVST icon

Summit Trail Advisors’s Envista NVST Stock Holding History

Summit Trail 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
2026
Q2 		$2.55M Buy
96,742
+8,825
+10% +$223K 0.03% 449
2026
Q1 		$2.23M Buy
87,917
+28,700
+48% +$744K 0.03% 453
2025
Q4 		$1.29M Buy
59,217
+7,560
+15% +$155K 0.02% 667
2025
Q3 		$1.05M Buy
+51,657
New +$1.06M 0.01% 803

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 Trail Advisors's NVST Position: Q2 2026 in Review

Summit Trail Advisors increased its Envista (NVST) stake by 10% in Q2 2026, buying an estimated $223K and bringing the position to 96,742 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #449.

Summit Trail Advisors first reported a position in NVST in Q3 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Summit Trail Advisors held 96,742 shares of Envista worth $2.55M as of Q2 2026.
  • Summit Trail Advisors bought 8,825 Envista shares in Q2 2026, an estimated $223K.
  • Envista made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #449 holding.
  • Summit Trail Advisors first reported a position in Envista in Q3 2025 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.