Superior Planning, LLC’s Envista NVST Stock Holding History

Superior Planning, LLC’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 Q3	$1.9K	Buy	+81	New	+$2.15K	﹤0.01%	1579

Other funds holding NVST

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Superior Planning, LLC's NVST Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Envista (NVST) in Q3 2026: 81 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings.

254 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

Superior Planning, LLC held 81 shares of Envista worth $1.9K as of Q3 2026.
Envista was a new Superior Planning, LLC position in Q3 2026.
Envista made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1579 holding.
254 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.