EWP
NVST icon

Elevation Wealth Partners’s Envista NVST Stock Holding History

Elevation Wealth Partners’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
Q3 		$56.5K Buy
2,406
+1,743
+263% +$46.2K 0.02% 359
2026
Q2 		$17.5K Buy
663
+490
+283% +$12.4K 0.01% 633
2026
Q1 		$4.39K Buy
173
+55
+47% +$1.43K ﹤0.01% 742
2025
Q4 		$2.56K Buy
118
+61
+107% +$1.25K ﹤0.01% 754
2025
Q3 		$1.16K Buy
+57
New +$1.17K ﹤0.01% 737

Other funds holding NVST

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Elevation Wealth Partners's NVST Position: Q3 2026 in Review

Elevation Wealth Partners increased its Envista (NVST) stake by 263% in Q3 2026, buying an estimated $46.2K and bringing the position to 2,406 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #359.

Elevation Wealth Partners first reported a position in NVST in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

  • Elevation Wealth Partners held 2,406 shares of Envista worth $56.5K as of Q3 2026.
  • Elevation Wealth Partners bought 1,743 Envista shares in Q3 2026, an estimated $46.2K.
  • Envista made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #359 holding.
  • Elevation Wealth Partners first reported a position in Envista in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.