John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Envista Holdings Corp. (NVST)
← All NVST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 10,863,592 3.08 Reduce 9.25% 0.26 $21.63–30.42 · VW $26.27i $275,609,330 SEC
2025   Q4 11,970,544 2.81 Reduce 0.28% <0.01 $18.77–22.67 · VW $20.56i $259,880,511 SEC
2025   Q3 12,004,205 2.62 Reduce 2.84% 0.08 $18.77–21.73 · VW $20.58i $244,525,656 SEC
2025   Q2 12,355,666 2.74 Add 1.74% 0.05 $14.22–20.50 · VW $17.42i $241,429,713 SEC
2025   Q1 12,144,745 2.48 Add 0.71% 0.02 $14.77–22.68 · VW $18.71i $209,618,299 SEC
2024   Q4 12,059,624 2.51 Add 6.16% 0.15 $17.64–23.00 · VW $19.94i $232,630,148 SEC
2024   Q3 11,359,999 2.33 Add 15.08% 0.31 $15.15–20.04 · VW $17.46i $224,473,580 SEC
2024   Q2 9,871,152 1.81 Add 11.01% 0.18 $15.92–21.38 · VW $18.68i $164,157,258 SEC
2024   Q1 8,892,200 1.90 Add 25.30% 0.38 $20.41–25.64 · VW $22.55i $190,115,237 SEC
2023   Q4 7,096,942 1.74 Add 33.01% 0.43 $20.00–27.86 · VW $23.54i $170,752,425 SEC
2023   Q3 5,335,578 1.60 Add 4.27% 0.07 $27.25–36.14 · VW $32.61i $148,755,915 SEC
2023   Q2 5,117,117 1.66 Reduce 1.01% 0.02 $31.20–40.85 · VW $34.85i $173,163,239 SEC
2023   Q1 5,169,070 2.06 Add 2.47% 0.05 $32.34–43.29 · VW $38.27i $211,311,582 SEC
2022   Q4 5,044,455 1.73 Reduce 4.81% 0.09 $31.67–38.80 · VW $34.15i $169,846,800 SEC
2022   Q3 5,299,570 1.91 Reduce 2.86% 0.06 $32.62–41.78 · VW $37.61i $173,879,000 SEC
2022   Q2 5,455,409 2.10 Reduce 5.51% 0.14 $35.24–48.22 · VW $41.79i $210,251,000 SEC
2022   Q1 5,773,334 2.49 Reduce 7.68% 0.18 $40.87–52.03 · VW $46.39i $281,219,000 SEC
2021   Q4 6,253,403 2.38 Add 2.77% 0.06 $37.60–46.88 · VW $41.34i $281,778,000 SEC
2021   Q3 6,084,684 2.33 Reduce 4.92% 0.13 $39.31–44.50 · VW $42.17i $254,401,000 SEC
2021   Q2 6,399,263 2.60 Reduce 4.64% 0.13 $40.28–46.52 · VW $43.24i $276,512,000 SEC
2021   Q1 6,710,727 2.70 Reduce 5.19% 0.14 $32.14–41.87 · VW $38.07i $273,798,000 SEC
2020   Q4 7,078,143 2.69 Add 2.72% 0.07 $24.29–33.88 · VW $29.05i $238,746,000 SEC
2020   Q3 6,890,489 2.47 Add 12.14% 0.27 $19.43–26.64 · VW $23.01i $170,057,000 SEC
2020   Q2 6,144,385 1.97 Add 76.20% 0.85 $13.51–24.84 · VW $18.86i $129,585,000 SEC
2020   Q1 3,487,094 0.91 Buy 0.91 $10.08–33.30 · VW $24.21i $52,097,000 SEC
Price snapshot:
Current price$26.22
Avg. buy price$20.56
+/- since buy27.56%
52-week low$18.77
52-week high$30.42