WealthTrak Capital Management’s Envista NVST Stock Holding History

WealthTrak Capital 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	-15	Closed	-$290	–	1075
2024 Q4	$290	Buy	+15	New	+$297	﹤0.01%	725

Other funds holding NVST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WealthTrak Capital Management's NVST Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Envista (NVST) in Q1 2025, closing a stake of 15 shares — an estimated $290 sold.

WealthTrak Capital Management first reported a position in NVST in Q4 2024 and held it in 1 quarter. The position peaked at $290 in Q4 2024. 288 funds tracked by Wall St. Rank hold NVST as of Q1 2025.

WealthTrak Capital Management reported no remaining Envista position as of Q1 2025 after selling out during the quarter.
WealthTrak Capital Management sold 15 Envista shares in Q1 2025, an estimated $290.
WealthTrak Capital Management first reported a position in Envista in Q4 2024 and held it in 1 quarter.
WealthTrak Capital Management's Envista position peaked at $290 in Q4 2024.
288 funds tracked by Wall St. Rank held Envista as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.