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Clearstead Advisors’s Envista NVST Stock Holding History

Clearstead Advisors’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 		$8.33K Buy
316
+196
+163% +$4.95K ﹤0.01% 2044
2026
Q1 		$3.04K Sell
120
-917
-88% -$23.8K ﹤0.01% 1812
2025
Q4 		$22.5K Buy
1,037
+536
+107% +$11K ﹤0.01% 1675
2025
Q3 		$10.2K Sell
501
-10
-2% -$205 ﹤0.01% 1926
2025
Q2 		$9.98K Buy
511
+449
+724% +$7.81K ﹤0.01% 1893
2025
Q1 		$1.07K Sell
62
-10,278
-99% -$200K ﹤0.01% 1981
2024
Q4 		$199K Sell
10,340
-1,200
-10% -$23.7K ﹤0.01% 858
2024
Q3 		$228K Buy
+11,540
New +$201K ﹤0.01% 811

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

Clearstead Advisors's NVST Position: Q2 2026 in Review

Clearstead Advisors increased its Envista (NVST) stake by 163% in Q2 2026, buying an estimated $4.95K and bringing the position to 316 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Clearstead Advisors first reported a position in NVST in Q3 2024 and has held it in 8 quarters since. The position peaked at $228K in Q3 2024. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Clearstead Advisors held 316 shares of Envista worth $8.33K as of Q2 2026.
  • Clearstead Advisors bought 196 Envista shares in Q2 2026, an estimated $4.95K.
  • Envista made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2044 holding.
  • Clearstead Advisors first reported a position in Envista in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Envista position peaked at $228K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.