Position in NVST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$55,865,451
+$36,052,574 QoQ
Shares Held
2,120,131
+171.5% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 383 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NVST Over Time
Shares Held
Position Value (USD)
Derivatives in NVST
reported options exposure · as of Mar 31, 2026CallValue
$10,148,000
CallShares
400,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026UBS Group AG holds $3,388,769,855 across 51 Medical Instruments & Supplies names. NVST ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,778,545 | $707,291,770 | |
| 2 | ALC |
Alcon Inc
|
7,156,307 | $480,188,194 | |
| 3 | ALGN |
Align Technology Inc
|
2,125,286 | $358,450,733 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,932,013 | $281,964,649 | |
| 5 | MDLN |
Medline Inc.
|
6,431,013 | $253,639,150 | |
| 6 | RMD |
Resmed Inc
|
1,289,300 | $251,258,781 | |
| 7 | BAX |
Baxter International Inc
|
9,529,309 | $203,164,867 | |
| 8 | BDX |
Becton Dickinson & Co
|
1,213,811 | $183,686,016 |
All Filings in NVST
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,865,451 | 2,120,131 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,148,000 | 400,000 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $19,812,877 | 780,957 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $12,183,910 | 561,212 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $11,275,160 | 553,518 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,124,114 | 825,185 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,148,008 | 1,051,449 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,282,386 | 947,765 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,177,665 | 312,635 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,705,555 | 102,559 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,598,045 | 74,745 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $743,717 | 30,911 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,416,609 | 50,811 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,691,937 | 79,549 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,882,036 | 217,271 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,995,990 | 59,281 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $705,676 | 21,508 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,601,748 | 145,349 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,963,840 | 225,084 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,213,300 | 49,119 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,948,828 | 94,447 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,387,499 | 101,539 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,114,141 | 76,327 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,685,083 | 49,958 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $931,347 | 37,737 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $655,076 | 31,061 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $506,076 | 33,874 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||