Carson Wealth (CWM LLC)
NVST icon

Carson Wealth (CWM LLC)’s Envista NVST Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.85M Buy
72,923
+706
+1% +$18.3K ﹤0.01% 1235
2025
Q4 		$1.57M Buy
72,217
+25,905
+56% +$532K ﹤0.01% 1263
2025
Q3 		$943K Buy
46,312
+4,508
+11% +$92.6K ﹤0.01% 1444
2025
Q2 		$817K Buy
41,804
+15,876
+61% +$276K ﹤0.01% 1355
2025
Q1 		$448K Buy
25,928
+19,600
+310% +$381K ﹤0.01% 1494
2024
Q4 		$122K Sell
6,328
-7,956
-56% -$157K ﹤0.01% 2156
2024
Q3 		$282K Sell
14,284
-615
-4% -$10.7K ﹤0.01% 1574
2024
Q2 		$248K Buy
14,899
+9,986
+203% +$189K ﹤0.01% 1475
2024
Q1 		$105K Sell
4,913
-1,499
-23% -$34K ﹤0.01% 1856
2023
Q4 		$154K Buy
6,412
+1,776
+38% +$42.4K ﹤0.01% 1539
2023
Q3 		$129K Sell
4,636
-831
-15% -$26.9K ﹤0.01% 1498
2023
Q2 		$185K Sell
5,467
-201
-4% -$7.09K ﹤0.01% 1282
2023
Q1 		$232K Sell
5,668
-958
-14% -$36.4K ﹤0.01% 1145
2022
Q4 		$223K Sell
6,626
-83
-1% -$2.84K ﹤0.01% 1060
2022
Q3 		$220K Buy
6,709
+4,892
+269% +$185K ﹤0.01% 1012
2022
Q2 		$70K Sell
1,817
-55
-3% -$2.31K ﹤0.01% 1468
2022
Q1 		$91K Buy
1,872
+1
+0.1% +$46 ﹤0.01% 1362
2021
Q4 		$84K Buy
+1,871
New +$77K ﹤0.01% 1373
2021
Q2 		$63K Hold
1,456
– – ﹤0.01% 1306
2021
Q1 		$63K Hold
1,456
– – ﹤0.01% 1306
2020
Q4 		$63K Hold
1,456
– – ﹤0.01% 1306
2020
Q3 		$63K Hold
1,456
– – ﹤0.01% 1306
2020
Q2 		$63K Hold
1,456
– – ﹤0.01% 1306
2020
Q1 		$63K Hold
1,456
– – ﹤0.01% 1306
2019
Q4 		$63K Hold
1,456
– – ﹤0.01% 1306
2019
Q3 		$63K Buy
+1,456
New +$40.7K ﹤0.01% 1306

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NVST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Envista (NVST) stake by 0.98% in Q1 2026, buying an estimated $18.3K and bringing the position to 72,923 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Carson Wealth (CWM LLC) first reported a position in NVST in Q3 2019 and has held it in 26 quarters since. 392 funds tracked by Wall St. Rank hold NVST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 72,923 shares of Envista worth $1.85M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 706 Envista shares in Q1 2026, an estimated $18.3K.
  • Envista made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1235 holding.
  • Carson Wealth (CWM LLC) first reported a position in Envista in Q3 2019 and has held it in 26 quarters since.
  • 392 funds tracked by Wall St. Rank held Envista as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.