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SVB Wealth’s Envista NVST Stock Holding History

SVB Wealth’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
-138
Closed -$2.38K – 1234
2025
Q1 		$2.38K Buy
+138
New +$2.68K ﹤0.01% 1196

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

SVB Wealth's NVST Position: Q2 2025 in Review

SVB Wealth sold out of Envista (NVST) in Q2 2025, closing a stake of 138 shares — an estimated $2.38K sold.

SVB Wealth first reported a position in NVST in Q1 2025 and held it in 1 quarter. The position peaked at $2.38K in Q1 2025. 284 funds tracked by Wall St. Rank hold NVST as of Q2 2025.

  • SVB Wealth reported no remaining Envista position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 138 Envista shares in Q2 2025, an estimated $2.38K.
  • SVB Wealth first reported a position in Envista in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Envista position peaked at $2.38K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Envista as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.