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Evolve Private Wealth’s Envista NVST Stock Holding History

Evolve Private Wealth’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 		$3.58M Buy
136,015
+35,221
+35% +$889K 0.22% 87
2026
Q1 		$2.56M Buy
100,794
+3,837
+4% +$99.5K 0.14% 144
2025
Q4 		$2.1M Buy
+96,957
New +$1.99M 0.12% 151

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's NVST Position: Q2 2026 in Review

Evolve Private Wealth increased its Envista (NVST) stake by 35% in Q2 2026, buying an estimated $889K and bringing the position to 136,015 shares worth $3.58M. The position accounts for 0.22% of the portfolio, ranked #87.

Evolve Private Wealth 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.

  • Evolve Private Wealth held 136,015 shares of Envista worth $3.58M as of Q2 2026.
  • Evolve Private Wealth bought 35,221 Envista shares in Q2 2026, an estimated $889K.
  • Envista made up 0.22% of Evolve Private Wealth's portfolio in Q2 2026, its #87 holding.
  • Evolve Private Wealth 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 Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.