EWA
NVST icon

EverSource Wealth Advisors’s Envista NVST Stock Holding History

EverSource Wealth Advisors’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 		$94.9K Sell
3,601
-438
-11% -$11K ﹤0.01% 1415
2026
Q1 		$102K Sell
4,039
-184
-4% -$4.77K ﹤0.01% 1412
2025
Q4 		$91.7K Buy
4,223
+1,654
+64% +$33.9K ﹤0.01% 1367
2025
Q3 		$52.3K Buy
2,569
+155
+6% +$3.18K ﹤0.01% 1676
2025
Q2 		$47.2K Buy
2,414
+1,909
+378% +$33.2K ﹤0.01% 1649
2025
Q1 		$8.72K Sell
505
-395
-44% -$7.68K ﹤0.01% 2183
2024
Q4 		$17.4K Buy
900
+45
+5% +$890 ﹤0.01% 1704
2024
Q3 		$16.9K Sell
855
-60
-7% -$1.04K ﹤0.01% 1579
2024
Q2 		$15.6K Buy
915
+55
+6% +$1.04K ﹤0.01% 1622
2024
Q1 		$16.9K Sell
860
-116
-12% -$2.63K ﹤0.01% 1445
2023
Q4 		$23.5K Buy
976
+482
+98% +$11.5K ﹤0.01% 1166
2023
Q3 		$13.8K Buy
494
+151
+44% +$4.89K ﹤0.01% 1269
2023
Q2 		$11.6K Buy
343
+214
+166% +$7.55K ﹤0.01% 1382
2023
Q1 		$5.27K Buy
129
+13
+11% +$494 ﹤0.01% 1630
2022
Q4 		$3.91K Hold
116
– – ﹤0.01% 1699
2022
Q3 		$4K Buy
+116
New +$4.4K ﹤0.01% 1459

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

EverSource Wealth Advisors's NVST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Envista (NVST) stake by 11% in Q2 2026, selling an estimated $11K and leaving 3,601 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

EverSource Wealth Advisors first reported a position in NVST in Q3 2022 and has held it in 16 quarters since. The position peaked at $102K in Q1 2026. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • EverSource Wealth Advisors held 3,601 shares of Envista worth $94.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 438 Envista shares in Q2 2026, an estimated $11K.
  • Envista made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1415 holding.
  • EverSource Wealth Advisors first reported a position in Envista in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Envista position peaked at $102K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.