Envista Holdings Corp (NVST) Ownership

38.54 ↓0.38 (-0.98%)
As of Market Close on June 30th, 2022.

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Envista Holdings Corp (NVST), owning a total of 23.7 million shares. Combined, the top 103 institutional holders of NVST own 369.51% of the company with a total of 596.8 million shares.

In the latest ownership report, the top 103 institutional holders have increased their combined ownership of NVST by 19 million shares, a 3.09% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc14.702%0.305%23,724,49672,1052021-09-30
FMR Inc14.671%0.070%23,741,11016,6142021-12-31
FMR Inc14.667%0.486%23,652,391114,2922021-06-30
FMR Inc14.640%186.054%23,538,09915,309,5452021-03-31
FMR Inc14.168%-2.957%23,039,075-702,0352022-03-31
T. Rowe Price Associates, Inc.12.005%-22.412%19,301,713-5,575,5702021-03-31
BlackRock Inc10.360%1.232%16,764,701204,0862021-12-31
BlackRock Inc10.180%37.149%16,415,5754,446,4152021-06-30
Vanguard Group Inc9.286%0.993%15,101,226148,4092022-03-31
Vanguard Group Inc9.240%0.352%14,952,81752,4652021-12-31
Vanguard Group Inc9.238%4.189%14,897,130598,9532021-06-30
Vanguard Group Inc9.234%0.022%14,900,3523,2222021-09-30
Vanguard Group Inc8.893%2.546%14,298,177354,9192021-03-31
Atlanta Capital Management Company,LLC7.543%-14.842%12,127,450-2,113,6962021-03-31
BlackRock Inc7.445%1.972%11,969,160231,4432021-03-31
Atlanta Capital Management Company,LLC7.065%-6.053%11,393,424-734,0262021-06-30
Atlanta Capital Management Company,LLC7.050%-0.156%11,375,673-17,7512021-09-30
Atlanta Capital Management Company,LLC6.879%-2.136%11,132,678-242,9952021-12-31
Atlanta Capital Management Company,LLC6.260%-8.562%10,179,458-953,2202022-03-31
Harris Associates L.P.5.426%5.671%8,723,563468,1802021-03-31
Massachusetts Financial Services Company4.844%48.088%7,877,2922,557,9512022-03-31
T. Rowe Price Associates, Inc.4.614%-61.455%7,439,880-11,861,8332021-06-30
Ariel Investments, LLC4.174%-5.191%6,710,727-367,4162021-03-31
Ariel Investments, LLC3.968%-4.641%6,399,263-311,4642021-06-30
Ariel Investments, LLC3.864%2.773%6,253,403168,7192021-12-31
Ariel Investments, LLC3.771%-4.916%6,084,684-314,5792021-09-30
Ariel Investments, LLC3.550%-7.677%5,773,334-480,0692022-03-31
Massachusetts Financial Services Company3.287%104.072%5,319,3412,712,7462021-12-31
Harris Associates L.P.3.261%-39.723%5,258,321-3,465,2422021-06-30
State Street Corporation2.714%3.438%4,413,140146,6752022-03-31
Dimensional Fund Advisors, Inc.2.707%1.095%4,401,28247,6842022-03-31
Dimensional Fund Advisors, Inc.2.690%9.380%4,353,598373,3302021-12-31
State Street Corporation2.670%1.015%4,307,78843,2832021-09-30
Macquarie Group Ltd2.661%2.852%4,305,930119,3942021-12-31
State Street Corporation2.645%93.978%4,264,5052,066,0552021-06-30
State Street Corporation2.637%-0.959%4,266,465-41,3232021-12-31
Macquarie Group Ltd2.594%4.249%4,186,536170,6432021-09-30
Bank of America Corp2.592%330.999%4,183,3183,212,7092021-09-30
Macquarie Group Ltd2.490%771.446%4,015,8933,555,0622021-06-30
Citadel Advisors Llc2.467%31.430%4,011,743959,3682022-03-31
Dimensional Fund Advisors, Inc.2.467%27.360%3,980,268855,0522021-09-30
Macquarie Group Ltd2.450%-7.478%3,983,935-321,9952022-03-31
HHG PLC2.432%14.901%3,934,723510,2722021-12-31
Waddell & Reed Financial Inc2.356%-0.632%3,787,429-24,0922021-03-31
Nuveen Asset Management, LLC2.204%-17.144%3,544,207-733,3422021-03-31
Harris Associates L.P.2.200%-32.502%3,549,281-1,709,0402021-09-30
Citadel Advisors Llc2.193%75.406%3,535,7781,520,0072021-06-30
Dimensional Fund Advisors, Inc.2.184%-4.691%3,510,704-172,7912021-03-31
Bank of America Corp2.157%-16.543%3,491,291-692,0272021-12-31
Millennium Management LLC2.131%118.870%3,437,0861,866,7062021-06-30
HHG PLC2.122%46.271%3,424,4511,083,2862021-09-30
JPMorgan Chase & Co2.098%4.751%3,383,328153,4452021-06-30
JPMorgan Chase & Co2.085%5.434%3,374,316173,9212021-12-31
Harris Associates L.P.2.027%-7.572%3,280,516-268,7652021-12-31
JPMorgan Chase & Co2.009%6.485%3,229,883196,7052021-03-31
HHG PLC2.009%-16.985%3,266,398-668,3252022-03-31
Citadel Advisors Llc1.990%-9.177%3,211,319-324,4592021-09-30
JPMorgan Chase & Co1.983%-5.407%3,200,395-182,9332021-09-30
Dimensional Fund Advisors, Inc.1.938%-10.980%3,125,216-385,4882021-06-30
Artisan Partners Limited Partnership1.930%0.000%3,138,4483,138,4482022-03-31
JPMorgan Chase & Co1.901%-8.385%3,091,383-282,9332022-03-31
Nuveen Asset Management, LLC1.887%-14.139%3,043,090-501,1172021-06-30
Citadel Advisors Llc1.886%-4.950%3,052,375-158,9442021-12-31
American Century Companies Inc1.859%-41.116%2,988,455-2,086,7052021-03-31
Boston Partners Global Investors, Inc1.852%2.559%2,997,18574,7762021-12-31
Boston Partners Global Investors, Inc1.826%48.846%2,945,015966,4462021-06-30
Boston Partners Global Investors, Inc1.811%-0.768%2,922,409-22,6062021-09-30
American Century Companies Inc1.764%35.270%2,855,075744,4232021-12-31
HHG PLC1.749%-3.443%2,812,595-100,3032021-03-31
Franklin Resources Inc1.672%-19.446%2,687,742-648,8442021-03-31
Cramer Rosenthal McGlynn LLC1.667%-32.211%2,680,611-1,273,7092021-03-31
Massachusetts Financial Services Company1.615%21,395.900%2,606,5952,594,4692021-09-30
Paradice Investment Management LLC1.537%3.953%2,479,68294,3042021-09-30
Barrow Hanley Mewhinney & Strauss LLC1.523%-1.616%2,448,863-40,2252021-03-31
Paradice Investment Management LLC1.508%-12.182%2,424,583-336,3412021-03-31
Paradice Investment Management LLC1.507%-1.676%2,438,114-41,5682021-12-31
Boston Partners Global Investors, Inc1.483%-19.530%2,411,824-585,3612022-03-31
Paradice Investment Management LLC1.479%-1.617%2,385,378-39,2052021-06-30
Nuveen Asset Management, LLC1.473%-21.689%2,383,081-660,0092021-09-30
HHG PLC1.452%-16.761%2,341,165-471,4302021-06-30
Samlyn Capital, LLC1.426%114.399%2,319,0811,237,4132022-03-31
Montrusco Bolton Investments Inc1.410%8.535%2,292,721180,2852022-03-31
AllianceBernstein L.P.1.401%797.636%2,278,4962,024,6632022-03-31
Healthcor Management LP1.394%92.988%2,249,9721,084,1122021-09-30
Polar Capital Holdings PLC1.373%299.699%2,215,7351,661,3842021-09-30
State Street Corporation1.367%-2.999%2,198,450-67,9652021-03-31
Franklin Resources Inc1.351%9.503%2,186,226189,7222021-12-31
Geode Capital Management, LLC1.346%5.293%2,189,516110,0722022-03-31
Geode Capital Management, LLC1.345%8.471%2,170,973169,5342021-09-30
Eaton Vance Management1.345%7.210%2,187,720147,1272022-03-31
Franklin Resources Inc1.335%-0.680%2,171,367-14,8592022-03-31
American Century Companies Inc1.308%27.959%2,110,652461,1782021-09-30
Montrusco Bolton Investments Inc1.305%0.000%2,112,4362,112,4362021-12-31
Geode Capital Management, LLC1.285%-4.216%2,079,444-91,5292021-12-31
Cramer Rosenthal McGlynn LLC1.281%-22.945%2,065,546-615,0652021-06-30
Cramer Rosenthal McGlynn LLC1.275%-0.362%2,058,067-7,4792021-09-30
Franklin Resources Inc1.272%-23.685%2,051,161-636,5812021-06-30
Citadel Advisors Llc1.254%-32.797%2,015,771-983,7742021-03-31
NORGES BANK1.242%98.975%1,997,465993,5892020-12-31
Geode Capital Management, LLC1.241%13.812%2,001,439242,8852021-06-30
Boston Partners Global Investors, Inc1.227%-0.321%1,978,569-6,3632021-03-31
Barrow Hanley Mewhinney & Strauss LLC1.077%-29.081%1,736,703-712,1602021-06-30
Silvercrest Asset Management Group LLC1.076%-28.231%1,734,563-682,2962021-03-31

Mutual Fund Ownership

Eaton Vance Atlanta Capital SMID-Cap I is the biggest individual fund holder of Envista Holdings Corp (NVST), owning a total of 9.1 million shares. Combined, the top 187 mutual fund holders of NVST own 356.62% of the company with a total of 576.4 million shares.

In the latest ownership report, the top 187 mutual funds have decreased their combined ownership of NVST by 822 thousand shares, a 0.14% decrease from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Eaton Vance Atlanta Capital SMID-Cap I5.689%-3.045%9,146,139-287,2442021-05-31
Eaton Vance Atlanta Capital SMID-Cap I5.672%0.000%9,146,13902021-06-30
Eaton Vance Atlanta Capital SMID-Cap I5.672%0.000%9,146,13902021-07-31
Eaton Vance Atlanta Capital SMID-Cap I5.672%0.000%9,146,13902021-08-31
Eaton Vance Atlanta Capital SMID-Cap I5.668%0.000%9,146,13902021-09-30
Eaton Vance Atlanta Capital SMID-Cap I5.668%0.000%9,146,13902021-10-31
Eaton Vance Atlanta Capital SMID-Cap I5.668%0.000%9,146,13902021-11-30
Eaton Vance Atlanta Capital SMID-Cap I5.519%-2.494%8,918,021-228,1182021-12-31
Eaton Vance Atlanta Capital SMID-Cap I5.006%-9.161%8,101,021-817,0002022-01-31
Eaton Vance Atlanta Capital SMID-Cap I5.006%0.000%8,101,02102022-02-28
Eaton Vance Atlanta Capital SMID-Cap I4.982%0.000%8,101,02102022-03-31
Eaton Vance Atlanta Capital SMID-Cap I4.982%0.000%8,101,02102022-04-30
MFS Mid Cap Growth A3.210%18.347%5,220,234809,2772022-04-30
Vanguard Total Stock Mkt Idx Inv2.914%1.186%4,739,33055,5432022-05-31
Vanguard Total Stock Mkt Idx Inv2.880%0.423%4,683,78719,7262022-04-30
Vanguard Total Stock Mkt Idx Inv2.868%1.166%4,635,29253,4262022-01-31
Vanguard Total Stock Mkt Idx Inv2.868%0.565%4,664,06126,1832022-03-31
Vanguard Total Stock Mkt Idx Inv2.866%0.056%4,637,8782,5862022-02-28
iShares Core S&P Mid-Cap ETF2.848%0.081%4,631,3283,7522022-05-31
Vanguard Total Stock Mkt Idx Inv2.841%0.252%4,583,66111,5382021-11-30
Vanguard Total Stock Mkt Idx Inv2.839%-0.039%4,581,866-1,7952021-12-31
iShares Core S&P Mid-Cap ETF2.839%0.882%4,615,38240,3342022-04-28
iShares Core S&P Mid-Cap ETF2.835%-0.122%4,609,754-5,6282022-04-29
Vanguard Total Stock Mkt Idx Inv2.833%0.504%4,569,08922,9192021-09-30
Vanguard Total Stock Mkt Idx Inv2.833%0.066%4,572,1233,0342021-10-31
iShares Core S&P Mid-Cap ETF2.831%0.041%4,580,4321,8622022-03-31
Vanguard Total Stock Mkt Idx Inv2.827%-0.033%4,544,559-1,5202021-06-30
Vanguard Total Stock Mkt Idx Inv2.823%0.177%4,552,6088,0492021-07-31
Vanguard Total Stock Mkt Idx Inv2.819%-0.141%4,546,170-6,4382021-08-31
iShares Core S&P Mid-Cap ETF2.787%0.041%4,510,6531,8482022-02-28
iShares Core S&P Mid-Cap ETF2.782%0.124%4,488,4775,5442022-01-31
iShares Core S&P Mid-Cap ETF2.764%0.041%4,460,7571,8482021-12-31
iShares Core S&P Mid-Cap ETF2.763%0.125%4,458,9095,5442021-12-29
iShares Core S&P Mid-Cap ETF2.717%0.042%4,384,8831,8382021-11-30
MFS Mid Cap Growth A2.713%20.557%4,410,957752,1482022-03-31
MFS Mid Cap Growth Equity2.713%76.419%4,410,9571,910,6852022-03-31
iShares Core S&P Mid-Cap ETF2.704%-0.042%4,363,746-1,8382021-10-29
iShares Core S&P Mid-Cap ETF2.694%-0.043%4,330,811-1,8422021-06-30
iShares Core S&P Mid-Cap ETF2.686%0.000%4,330,66202021-09-30
iShares Core S&P Mid-Cap ETF2.684%0.000%4,328,04802021-07-30
iShares Core S&P Mid-Cap ETF2.679%0.107%4,320,0814,6152021-08-31
Fidelity® Select Medical Tech and Devcs2.595%6.925%4,200,000272,0022022-01-31
Vanguard Small Cap Index2.521%0.322%4,068,31213,0502021-12-31
Vanguard Small Cap Index2.513%-0.173%4,061,287-7,0252022-01-31
Vanguard Small Cap Index2.513%0.664%4,055,26226,7602021-11-30
Vanguard Small Cap Index2.505%-0.174%4,054,220-7,0672022-02-28
Vanguard Small Cap Index2.501%0.117%4,066,6574,7492022-05-31
Vanguard Small Cap Index2.498%0.194%4,061,9087,8452022-04-30
Vanguard Small Cap Index2.497%0.390%4,028,50215,6582021-10-31
Vanguard Small Cap Index2.493%-0.004%4,054,063-1572022-03-31
Vanguard Small Cap Index2.490%1.373%4,002,88754,2142021-06-30
Vanguard Small Cap Index2.489%0.289%4,014,10211,5752021-08-31
Vanguard Small Cap Index2.489%-0.031%4,012,844-1,2582021-09-30
Vanguard Small Cap Index2.482%-0.009%4,002,527-3602021-07-31
Fidelity® Select Medical Tech and Devcs2.472%-4.762%4,000,000-200,0002022-02-28
Fidelity® Select Medical Tech and Devcs2.460%0.000%4,000,00002022-03-31
Fidelity® Select Medical Tech and Devcs2.460%0.000%4,000,00002022-04-30
Fidelity® Select Medical Tech and Devcs2.434%17.275%3,927,998578,5982021-12-31
MFS Mid Cap Growth A2.261%16.581%3,658,809520,3882022-02-28
Ivy Mid Cap Growth Composite2.108%1.388%3,400,99746,5592021-12-31
Ivy Mid Cap Growth Composite2.080%4.920%3,354,438157,3042021-09-30
Fidelity® Select Medical Tech and Devcs2.076%6.823%3,349,400213,9302021-11-30
Ivy Mid Cap Growth Composite1.989%-0.211%3,197,134-6,7482021-06-30
Fidelity® Select Medical Tech and Devcs1.943%1.128%3,135,47034,9702021-10-31
MFS Mid Cap Growth A1.939%25.523%3,138,421638,1492022-01-31
Fidelity® Select Medical Tech and Devcs1.923%0.415%3,100,50012,8002021-08-31
Fidelity® Select Medical Tech and Devcs1.921%0.000%3,100,50002021-09-30
Fidelity® Select Medical Tech and Devcs1.915%2.923%3,087,70087,7002021-07-31
Fidelity® Select Medical Tech and Devcs1.866%0.000%3,000,00002021-05-31
Fidelity® Select Medical Tech and Devcs1.860%0.000%3,000,00002021-06-30
Delaware Ivy Mid Cap Growth A1.632%2.129%2,653,87055,3292022-03-31
Vanguard Small Cap Value Index Inv1.631%1.107%2,652,48129,0362022-03-31
Vanguard Small Cap Value Index Inv1.626%-0.291%2,644,755-7,7262022-04-30
Vanguard Small Cap Value Index Inv1.621%0.319%2,623,4458,3292022-02-28
Vanguard Small Cap Value Index Inv1.618%1.475%2,615,11638,0202022-01-31
Delaware Ivy Mid Cap Growth A1.611%0.000%2,598,54102021-09-30
Delaware Ivy Mid Cap Growth A1.610%0.000%2,598,54102021-12-31
Vanguard Small Cap Value Index Inv1.610%-1.031%2,617,480-27,2752022-05-31
Vanguard Small Cap Value Index Inv1.597%0.771%2,577,09619,7122021-12-31
Vanguard Small Cap Value Index Inv1.585%0.843%2,557,38421,3882021-11-30
Vanguard Small Cap Value Index Inv1.572%0.823%2,535,99620,7042021-10-31
Vanguard Small Cap Value Index Inv1.560%1.028%2,515,29225,6032021-09-30
Vanguard Small Cap Value Index Inv1.551%3.948%2,494,25494,7302021-06-30
MFS Mid Cap Growth A1.549%21.486%2,500,272442,1942021-12-31
MFS Mid Cap Growth Equity1.549%86.908%2,500,2721,162,5732021-12-31
Vanguard Small Cap Value Index Inv1.546%-0.020%2,493,749-5052021-07-31
Vanguard Small Cap Value Index Inv1.544%-0.163%2,489,689-4,0602021-08-31
Delaware Ivy Mid Cap Growth A1.534%0.000%2,466,90302021-06-30
Fidelity® Contrafund®1.479%5.526%2,385,245124,9002021-07-31
Fidelity® Contrafund®1.465%-0.947%2,362,669-22,5762021-08-31
Fidelity® Contrafund®1.463%-0.093%2,360,470-2,1992021-09-30
Fidelity® Contrafund®1.442%-1.412%2,327,131-33,3392021-10-31
Vanguard Extended Market Index Investor1.434%0.233%2,313,0145,3802021-08-31
Vanguard Extended Market Index Investor1.431%1.610%2,307,63436,5532021-07-31
Vanguard Extended Market Index Investor1.413%-1.049%2,271,081-24,0812021-06-30
Fidelity® Select Health Care1.409%4.587%2,280,000100,0002022-01-31
Fidelity® Contrafund®1.405%1.021%2,259,45922,8252021-05-31
Fidelity® Contrafund®1.402%0.039%2,260,3458862021-06-30
Vanguard Extended Market Index Investor1.355%-5.523%2,185,265-127,7492021-09-30
Fidelity® Select Health Care1.351%3.810%2,180,00080,0002021-12-31
Fidelity® Select Health Care1.347%-4.386%2,180,000-100,0002022-02-28
Vanguard Extended Market Index Investor1.346%-0.598%2,172,207-13,0582021-10-31
Vanguard Extended Market Index Investor1.342%-0.292%2,165,862-6,3452021-11-30
Fidelity® Select Health Care1.341%0.000%2,180,00002022-03-31
Fidelity® Select Health Care1.341%0.000%2,180,00002022-04-30
Vanguard Extended Market Index Investor1.322%0.791%2,138,70616,7792022-02-28
Vanguard Extended Market Index Investor1.322%0.842%2,148,92417,9472022-05-31
Vanguard Extended Market Index Investor1.313%0.476%2,121,92710,0602022-01-31
Vanguard Extended Market Index Investor1.310%0.032%2,130,9776812022-04-30
Vanguard Extended Market Index Investor1.310%-0.393%2,130,296-8,4102022-03-31
Vanguard Extended Market Index Investor1.309%-2.493%2,111,867-53,9952021-12-31
Fidelity® Select Health Care1.301%5.754%2,100,000114,2672021-11-30
Ariel Fund Investor1.287%-6.922%2,069,515-153,9002021-06-30
Ariel Fund Investor1.283%0.000%2,069,51502021-09-30
Ariel Fund Investor1.283%0.000%2,069,51502021-12-31
MFS Mid Cap Growth A1.275%36.245%2,058,078547,5032021-11-30
JPM US Small Cap Core-Composite1.259%6.141%2,030,860117,4912021-12-31
JPMorgan Small Cap Equity A1.259%4.781%2,030,86092,6562021-12-31
JPMorgan Small Cap Equity A1.255%0.000%2,030,86002022-01-31
JPMorgan Small Cap Equity A1.255%0.000%2,030,86002022-02-28
Fidelity® Small Cap Discovery1.244%-20.000%2,000,000-500,0002021-01-31
Fidelity® Small Cap Discovery1.240%0.000%2,000,00002021-05-31
Fidelity® Small Cap Discovery1.240%0.000%2,000,00002021-06-30
Fidelity® Small Cap Discovery1.240%0.000%2,000,00002021-07-31
Fidelity® Small Cap Discovery1.239%0.000%2,000,00002021-08-31
Fidelity® Small Cap Discovery1.239%0.000%2,000,00002021-09-30
Fidelity® Small Cap Discovery1.239%0.000%2,000,00002021-10-31
Fidelity® Small Cap Discovery1.239%0.000%2,000,00002021-11-30
Fidelity® Small Cap Discovery1.236%0.000%2,000,00002021-12-31
T. Rowe Price Health Sciences1.232%-22.618%1,980,742-578,9542021-06-30
Fidelity® Select Health Care1.231%1.849%1,985,73336,0422021-10-31
Janus Henderson Small Cap Value L1.225%7.606%1,977,453139,7722021-12-31
Fidelity® Contrafund®1.214%-15.796%1,959,531-367,6002021-11-30
Fidelity® Select Health Care1.209%0.707%1,949,69113,6912021-08-31
Fidelity® Select Health Care1.208%0.000%1,949,69102021-09-30
JPMorgan Small Cap Equity A1.201%1.298%1,938,20424,8352021-10-31
JPMorgan Small Cap Equity A1.201%0.000%1,938,20402021-11-30
Fidelity® Select Health Care1.201%5.217%1,936,00096,0002021-07-31
JPMorgan Small Cap Equity A1.199%0.000%1,927,21702021-05-31
JPM US Small Cap Sustainable Leaders1.199%0.000%1,927,21702021-06-30
JPM US Small Cap Core-Composite1.195%0.000%1,927,21702021-06-30
JPMorgan Small Cap Equity A1.195%0.000%1,927,21702021-06-30
JPMorgan Small Cap Equity A1.187%-0.719%1,913,369-13,8482021-07-31
JPMorgan Small Cap Equity A1.187%0.000%1,913,36902021-08-31
JPM US Small Cap Core-Composite1.187%-0.719%1,913,369-13,8482021-09-30
JPMorgan Small Cap Equity A1.186%0.000%1,913,36902021-09-30
Ariel Fund Investor1.175%-7.684%1,910,485-159,0302022-03-31
Fidelity® Select Health Care1.144%0.000%1,840,00002021-05-31
Fidelity® Select Health Care1.141%0.000%1,840,00002021-06-30
Janus Henderson Small Cap Value L1.139%5.145%1,837,68189,9212021-09-30
JPM US Small Cap Core-Composite1.118%-10.472%1,818,190-212,6702022-03-31
JPMorgan Small Cap Equity A1.118%-10.472%1,818,190-212,6702022-03-31
JPMorgan Small Cap Equity A1.118%0.000%1,818,19002022-04-30
JNL/T. Rowe Price Capital Appreciation A1.100%-26.620%1,768,895-641,7002021-03-31
Janus Henderson Small Cap Value L1.087%0.000%1,747,76002021-03-31
Janus Henderson Small Cap Value L1.084%0.000%1,747,76002021-06-30
Fidelity® Small Cap Discovery1.081%-12.500%1,750,000-250,0002022-01-31
Fidelity® Small Cap Discovery1.076%0.000%1,750,00002022-02-28
American Century Mid Cap Value Inv1.060%33.402%1,709,768428,1022021-12-31
American Century U.S. Mid Cap Value1.060%33.402%1,709,768428,1022021-12-31
T. Rowe Price Capital Appreciation1.008%-81.112%1,620,360-6,958,4442021-06-30
Fidelity® Balanced0.997%78.985%1,608,241709,7092021-05-31
Fidelity® Balanced0.996%-0.176%1,605,414-2,8272021-07-31
Fidelity® Balanced0.994%-0.051%1,604,603-8112021-08-31
Fidelity® Balanced0.993%-0.181%1,601,692-2,9112021-11-30
Janus Henderson Small Cap Value L0.992%-18.438%1,612,850-364,6032022-03-31
Fidelity® Balanced0.984%-0.102%1,600,058-1,6342022-02-28
Fidelity Advisor® Health Care I0.947%0.000%1,540,00002022-02-28
MFS Mid Cap Growth A0.936%12.923%1,510,575172,8762021-10-31
T. Rowe Price Small-Cap Value0.925%-5.984%1,487,789-94,7002021-06-30
Fidelity Advisor® Health Care I0.922%-2.597%1,500,000-40,0002022-03-31
Fidelity® Small Cap Discovery0.922%-14.286%1,500,000-250,0002022-03-31
Fidelity Advisor® Health Care I0.922%0.000%1,500,00002022-04-30
Franklin Small Cap Value A0.912%9.327%1,470,995125,4962021-10-31
Franklin Small Cap Value A0.912%0.000%1,470,99502021-11-30
Franklin Small Cap Value SMA Composite0.905%9.327%1,470,995125,4962021-12-31
Franklin Small Cap Value A0.905%0.000%1,470,99502022-03-31
Franklin Small Cap Value SMA Composite0.905%0.000%1,470,99502022-03-31
Franklin US Small Cap Value Equity0.905%0.000%1,470,99502022-03-31
Franklin Small Cap Value A0.905%0.000%1,470,99502022-04-30
Franklin Small Cap Value A0.905%0.000%1,470,99502022-05-31
SPDR® S&P MIDCAP 400 ETF Trust0.874%-1.316%1,409,348-18,7942021-09-30
SPDR® S&P MIDCAP 400 ETF Trust0.866%0.196%1,397,5322,7342021-11-30
SPDR® S&P MIDCAP 400 ETF Trust0.864%-1.032%1,394,798-14,5502021-10-31
Franklin Small Cap Value A0.834%0.000%1,345,49902021-09-30
Franklin US Small Cap Value Equity0.834%0.000%1,345,49902021-09-30
Franklin Small Cap Value SMA Composite0.834%0.000%1,345,49902021-09-30

Discussions

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rikishiiiii

$NVST money comes and goes but your story stays with you the rest of your life. Apes for life ??

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dandanaiwo

$NVST recovery hasn’t even started yet.. imo

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