Whittier Trust’s Envista NVST Stock Holding History

Whittier Trust’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	–	Sell	-523	Closed	-$12.1K	–	1407
2025 Q4	$12.1K	Hold	523	–	–	﹤0.01%	1105
2025 Q3	$10.9K	Hold	523	–	–	﹤0.01%	1108
2025 Q2	$10.2K	Hold	523	–	–	﹤0.01%	1230
2025 Q1	$9.02K	Hold	523	–	–	﹤0.01%	1226
2024 Q4	$10.1K	Hold	523	–	–	﹤0.01%	1251
2024 Q3	$10.3K	Hold	523	–	–	﹤0.01%	1258
2024 Q2	$8.69K	Hold	523	–	–	﹤0.01%	1266
2024 Q1	$11.2K	Hold	523	–	–	﹤0.01%	1250
2023 Q4	$12.6K	Hold	523	–	–	﹤0.01%	1191
2023 Q3	$14.6K	Hold	523	–	–	﹤0.01%	1183
2023 Q2	$17.7K	Hold	523	–	–	﹤0.01%	1154
2023 Q1	$21.4K	Hold	523	–	–	﹤0.01%	1144
2022 Q4	$17.6K	Hold	523	–	–	﹤0.01%	1174
2022 Q3	$17K	Sell	523 -262	-33%	-$9.93K	﹤0.01%	1231
2022 Q2	$30K	Buy	785 +262	+50%	+$11K	﹤0.01%	1069
2022 Q1	$25K	Hold	523	–	–	﹤0.01%	1144
2021 Q4	$24K	Hold	523	–	–	﹤0.01%	1140
2021 Q3	$22K	Hold	523	–	–	﹤0.01%	1103
2021 Q2	$23K	Hold	523	–	–	﹤0.01%	1115
2021 Q1	$21K	Buy	+523	New	+$19.9K	﹤0.01%	1117

Other funds holding NVST

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Whittier Trust's NVST Position: Q1 2026 in Review

Whittier Trust sold out of Envista (NVST) in Q1 2026, closing a stake of 523 shares — an estimated $12.1K sold.

Whittier Trust first reported a position in NVST in Q1 2021 and held it in 20 quarters. The position peaked at $30K in Q2 2022. 392 funds tracked by Wall St. Rank hold NVST as of Q1 2026.

Whittier Trust reported no remaining Envista position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 523 Envista shares in Q1 2026, an estimated $12.1K.
Whittier Trust first reported a position in Envista in Q1 2021 and held it in 20 quarters.
Whittier Trust's Envista position peaked at $30K in Q2 2022.
392 funds tracked by Wall St. Rank held Envista as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.