Tortoise Investment Management’s Envista NVST Stock Holding History

Tortoise Investment Management’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	-262	Closed	-$5.34K	–	1040
2025 Q3	$5.34K	Hold	262	–	–	﹤0.01%	687
2025 Q2	$5.12K	Hold	262	–	–	﹤0.01%	657
2025 Q1	$4.52K	Hold	262	–	–	﹤0.01%	646
2024 Q4	$5.05K	Hold	262	–	–	﹤0.01%	687
2024 Q3	$5.18K	Hold	262	–	–	﹤0.01%	684
2024 Q2	$4.36K	Hold	262	–	–	﹤0.01%	700
2024 Q1	$5.6K	Hold	262	–	–	﹤0.01%	670
2023 Q4	$6.3K	Hold	262	–	–	﹤0.01%	619
2023 Q3	$7.3K	Hold	262	–	–	﹤0.01%	596
2023 Q2	$8.87K	Hold	262	–	–	﹤0.01%	574
2023 Q1	$10.7K	Hold	262	–	–	﹤0.01%	537
2022 Q4	$8.82K	Hold	262	–	–	﹤0.01%	555
2022 Q3	$9K	Hold	262	–	–	﹤0.01%	545
2022 Q2	$10K	Hold	262	–	–	﹤0.01%	518
2022 Q1	$13K	Hold	262	–	–	﹤0.01%	478
2021 Q4	$12K	Hold	262	–	–	﹤0.01%	465
2021 Q3	$11K	Hold	262	–	–	﹤0.01%	459
2021 Q2	$11K	Hold	262	–	–	﹤0.01%	458
2021 Q1	$11K	Hold	262	–	–	﹤0.01%	434
2020 Q4	$9K	Hold	262	–	–	﹤0.01%	432
2020 Q3	$6K	Hold	262	–	–	﹤0.01%	430
2020 Q2	$6K	Hold	262	–	–	﹤0.01%	407
2020 Q1	$4K	Hold	262	–	–	﹤0.01%	449
2019 Q4	$8K	Buy	+262	New	+$7.45K	﹤0.01%	442

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

Tortoise Investment Management's NVST Position: Q4 2025 in Review

Tortoise Investment Management sold out of Envista (NVST) in Q4 2025, closing a stake of 262 shares — an estimated $5.34K sold.

Tortoise Investment Management first reported a position in NVST in Q4 2019 and held it in 24 quarters. The position peaked at $13K in Q1 2022. 337 funds tracked by Wall St. Rank hold NVST as of Q4 2025.

Tortoise Investment Management reported no remaining Envista position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 262 Envista shares in Q4 2025, an estimated $5.34K.
Tortoise Investment Management first reported a position in Envista in Q4 2019 and held it in 24 quarters.
Tortoise Investment Management's Envista position peaked at $13K in Q1 2022.
337 funds tracked by Wall St. Rank held Envista as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.