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Venturi Wealth Management’s Envista NVST Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-1,948
Closed -$37.6K – 1412
2024
Q4 		$37.6K Buy
1,948
+1,638
+528% +$32.4K ﹤0.01% 1105
2024
Q3 		$6.13K Sell
310
-1,131
-78% -$19.7K ﹤0.01% 1336
2024
Q2 		$24K Buy
1,441
+1,325
+1,142% +$25K ﹤0.01% 893
2024
Q1 		$2.48K Buy
+116
New +$2.63K ﹤0.01% 1225

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Venturi Wealth Management's NVST Position: Q1 2025 in Review

Venturi Wealth Management sold out of Envista (NVST) in Q1 2025, closing a stake of 1,948 shares — an estimated $37.6K sold.

Venturi Wealth Management first reported a position in NVST in Q1 2024 and held it in 4 quarters. The position peaked at $37.6K in Q4 2024. 288 funds tracked by Wall St. Rank hold NVST as of Q1 2025.

  • Venturi Wealth Management reported no remaining Envista position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,948 Envista shares in Q1 2025, an estimated $37.6K.
  • Venturi Wealth Management first reported a position in Envista in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's Envista position peaked at $37.6K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Envista as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.