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Bailard’s Envista NVST Stock Holding History

Bailard’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 		$293K Buy
+12,500
New +$332K 0.01% 632

Other funds holding NVST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bailard's NVST Position: Q3 2026 in Review

Bailard opened a new position in Envista (NVST) in Q3 2026: 12,500 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings.

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

  • Bailard held 12,500 shares of Envista worth $293K as of Q3 2026.
  • Envista was a new Bailard position in Q3 2026.
  • Envista made up 0.01% of Bailard's portfolio in Q3 2026, its #632 holding.
  • 17 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.