UMB Bank’s Envista NVST Stock Holding History

UMB Bank’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 Q1	$55.7K	Buy	2,194 +177	+9%	+$4.59K	﹤0.01%	1220
2025 Q4	$43.8K	Buy	2,017 +636	+46%	+$13K	﹤0.01%	1291
2025 Q3	$28.1K	Buy	1,381 +84	+6%	+$1.73K	﹤0.01%	1341
2025 Q2	$25.3K	Sell	1,297 -797	-38%	-$13.9K	﹤0.01%	1312
2025 Q1	$36.1K	Buy	2,094 +1,428	+214%	+$27.8K	﹤0.01%	1175
2024 Q4	$12.8K	Buy	666 +603	+957%	+$11.9K	﹤0.01%	1398
2024 Q3	$1.25K	Sell	63 -58	-48%	-$1.01K	﹤0.01%	2045
2024 Q2	$2.01K	Buy	121 +72	+147%	+$1.36K	﹤0.01%	1782
2024 Q1	$1.05K	Buy	+49	New	+$1.11K	﹤0.01%	1757
2023 Q3	–	Sell	-483	Closed	-$16.3K	–	1729
2023 Q2	$16.3K	Hold	483	–	–	﹤0.01%	1134
2023 Q1	$19.7K	Hold	483	–	–	﹤0.01%	1090
2022 Q4	$16K	Hold	483	–	–	﹤0.01%	1167
2022 Q3	$16K	Hold	483	–	–	﹤0.01%	1182
2022 Q2	$19K	Hold	483	–	–	﹤0.01%	1202
2022 Q1	$24K	Hold	483	–	–	﹤0.01%	1191
2021 Q4	$22K	Buy	+483	New	+$19.9K	﹤0.01%	1243

Other funds holding NVST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return