Creative Planning
NVST icon

Creative Planning’s Envista NVST Stock Holding History

Creative Planning’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 		$1.79M Buy
70,751
+9,983
+16% +$259K ﹤0.01% 1983
2025
Q4 		$1.32M Buy
60,768
+28,687
+89% +$589K ﹤0.01% 2063
2025
Q3 		$653K Buy
32,081
+11,376
+55% +$234K ﹤0.01% 2495
2025
Q2 		$405K Sell
20,705
-1,304
-6% -$22.7K ﹤0.01% 2645
2025
Q1 		$380K Sell
22,009
-8,939
-29% -$174K ﹤0.01% 2549
2024
Q4 		$597K Sell
30,948
-627
-2% -$12.4K ﹤0.01% 2061
2024
Q3 		$624K Buy
31,575
+7,329
+30% +$128K ﹤0.01% 1915
2024
Q2 		$403K Buy
24,246
+13,047
+117% +$247K ﹤0.01% 2120
2024
Q1 		$239K Sell
11,199
-6,036
-35% -$137K ﹤0.01% 2435
2023
Q4 		$415K Buy
+17,235
New +$412K ﹤0.01% 1835
2021
Q1 		– Sell
-278
Closed -$9K – 2688
2020
Q4 		$9K Hold
278
– – ﹤0.01% 2233
2020
Q3 		$7K Buy
+278
New +$6.41K ﹤0.01% 2033

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's NVST Position: Q1 2026 in Review

Creative Planning increased its Envista (NVST) stake by 16% in Q1 2026, buying an estimated $259K and bringing the position to 70,751 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Creative Planning first reported a position in NVST in Q3 2020 and has held it in 12 quarters since. 388 funds tracked by Wall St. Rank hold NVST as of Q1 2026.

  • Creative Planning held 70,751 shares of Envista worth $1.79M as of Q1 2026.
  • Creative Planning bought 9,983 Envista shares in Q1 2026, an estimated $259K.
  • Envista made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1983 holding.
  • Creative Planning first reported a position in Envista in Q3 2020 and has held it in 12 quarters since.
  • 388 funds tracked by Wall St. Rank held Envista as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.