EWM
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Empirical Wealth Management’s Envista NVST Stock Holding History

Empirical Wealth Management’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 		$673K Buy
25,554
+8,485
+50% +$214K 0.01% 543
2026
Q1 		$433K Buy
17,069
+7,708
+82% +$200K 0.01% 634
2025
Q4 		$203K Buy
+9,361
New +$192K ﹤0.01% 863

Other funds holding NVST

LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Empirical Wealth Management's NVST Position: Q2 2026 in Review

Empirical Wealth Management increased its Envista (NVST) stake by 50% in Q2 2026, buying an estimated $214K and bringing the position to 25,554 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #543.

Empirical Wealth Management first reported a position in NVST in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Empirical Wealth Management held 25,554 shares of Envista worth $673K as of Q2 2026.
  • Empirical Wealth Management bought 8,485 Envista shares in Q2 2026, an estimated $214K.
  • Envista made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Empirical Wealth Management first reported a position in Envista in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.