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Crestwood Advisors Group’s Envista NVST Stock Holding History

Crestwood Advisors Group’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 		$448K Buy
17,010
+5,261
+45% +$133K 0.01% 532
2026
Q1 		$298K Buy
11,749
+460
+4% +$11.9K 0.01% 573
2025
Q4 		$245K Buy
+11,289
New +$232K ﹤0.01% 593

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

Crestwood Advisors Group's NVST Position: Q2 2026 in Review

Crestwood Advisors Group increased its Envista (NVST) stake by 45% in Q2 2026, buying an estimated $133K and bringing the position to 17,010 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #532.

Crestwood Advisors Group first reported a position in NVST in Q4 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Crestwood Advisors Group held 17,010 shares of Envista worth $448K as of Q2 2026.
  • Crestwood Advisors Group bought 5,261 Envista shares in Q2 2026, an estimated $133K.
  • Envista made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #532 holding.
  • Crestwood Advisors Group first reported a position in Envista in Q4 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.