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Allworth Financial’s Envista NVST Stock Holding History

Allworth Financial’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
Q2 		$90.7K Buy
3,441
+1,237
+56% +$31.2K ﹤0.01% 2006
2026
Q1 		$55.9K Buy
2,204
+399
+22% +$10.3K ﹤0.01% 2237
2025
Q4 		$39.2K Buy
1,805
+776
+75% +$15.9K ﹤0.01% 2354
2025
Q3 		$21K Buy
1,029
+58
+6% +$1.19K ﹤0.01% 2679
2025
Q2 		$19K Buy
971
+782
+414% +$13.6K ﹤0.01% 2551
2025
Q1 		$3.02K Sell
189
-1,042
-85% -$20.3K ﹤0.01% 3038
2024
Q4 		$25.9K Sell
1,231
-17
-1% -$336 ﹤0.01% 1938
2024
Q3 		$24.7K Sell
1,248
-212
-15% -$3.69K ﹤0.01% 1780
2024
Q2 		$24.2K Buy
1,460
+712
+95% +$13.5K ﹤0.01% 1759
2024
Q1 		$16K Buy
748
+99
+15% +$2.24K ﹤0.01% 1897
2023
Q4 		$15.6K Buy
649
+635
+4,536% +$15.2K ﹤0.01% 1781
2023
Q3 		$391 Sell
14
-27
-66% -$874 ﹤0.01% 3098
2023
Q2 		$1.39K Buy
41
+9
+28% +$318 ﹤0.01% 2631
2023
Q1 		$1.31K Sell
32
-3
-9% -$114 ﹤0.01% 2571
2022
Q4 		$1.18K Buy
35
+26
+289% +$889 ﹤0.01% 2420
2022
Q3 		$0 Buy
9
+3
+50% +$114 ﹤0.01% 2957
2022
Q2 		$0 Hold
6
– – ﹤0.01% 2667
2022
Q1 		$0 Hold
6
– – ﹤0.01% 2293
2021
Q4 		$0 Hold
6
– – ﹤0.01% 2066
2021
Q3 		$0 Buy
+6
New +$253 ﹤0.01% 1946

Other funds holding NVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allworth Financial's NVST Position: Q2 2026 in Review

Allworth Financial increased its Envista (NVST) stake by 56% in Q2 2026, buying an estimated $31.2K and bringing the position to 3,441 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Allworth Financial first reported a position in NVST in Q3 2021 and has held it in 20 quarters since. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Allworth Financial held 3,441 shares of Envista worth $90.7K as of Q2 2026.
  • Allworth Financial bought 1,237 Envista shares in Q2 2026, an estimated $31.2K.
  • Envista made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2006 holding.
  • Allworth Financial first reported a position in Envista in Q3 2021 and has held it in 20 quarters since.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.