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
Q2 		$2.29M Buy
86,858
+16,107
+23% +$406K ﹤0.01% 1971
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 $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

Creative Planning's NVST Position: Q2 2026 in Review

Creative Planning increased its Envista (NVST) stake by 23% in Q2 2026, buying an estimated $406K and bringing the position to 86,858 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Creative Planning first reported a position in NVST in Q3 2020 and has held it in 13 quarters since. 383 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Creative Planning held 86,858 shares of Envista worth $2.29M as of Q2 2026.
  • Creative Planning bought 16,107 Envista shares in Q2 2026, an estimated $406K.
  • Envista made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1971 holding.
  • Creative Planning first reported a position in Envista in Q3 2020 and has held it in 13 quarters since.
  • 383 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.