Position in NVST
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,850,056
+$282,225 QoQ
Shares Held
72,923
+1.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.1306995049572834.ToString("F0")%
Shared 0.ToString("F0")%
None 96.86930049504272.ToString("F0")%
Common Shares in NVST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,740,470 across 39 Medical Instruments & Supplies names. NVST ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
This page
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in NVST
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,850,056 | 72,923 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,567,831 | 72,217 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $943,375 | 46,312 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $816,850 | 41,804 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $447,517 | 25,928 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $122,067 | 6,328 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $282,251 | 14,284 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $247,770 | 14,899 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $105,039 | 4,913 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $154,272 | 6,412 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $129,251 | 4,636 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $185,003 | 5,467 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $231,707 | 5,668 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $223,097 | 6,626 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $220,122 | 6,709 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $70,027 | 1,817 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $91,185 | 1,872 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $84,307 | 1,871 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $62,913 | 1,456 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $59,404 | 1,456 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $49,110 | 1,456 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $35,934 | 1,456 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $30,707 | 1,456 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $21,752 | 1,456 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||