PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Envista NVST Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$182K	Buy	6,909 +2,313	+50%	+$58.4K	0.05%	184
2026 Q1	$117K	Sell	4,596 -1,887	-29%	-$48.9K	0.03%	217
2025 Q4	$141K	Hold	6,483	–	–	0.04%	197
2025 Q3	$132K	Hold	6,483	–	–	0.04%	186
2025 Q2	$127K	Sell	6,483 -277	-4%	-$4.82K	0.04%	175
2025 Q1	$117K	Sell	6,760 -265	-4%	-$5.15K	0.04%	182
2024 Q4	$136K	Hold	7,025	–	–	0.05%	166
2024 Q3	$139K	Buy	+7,025	New	+$122K	0.07%	121

Other funds holding NVST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NVST Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Envista (NVST) stake by 50% in Q2 2026, buying an estimated $58.4K and bringing the position to 6,909 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #184.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NVST in Q3 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6,909 shares of Envista worth $182K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2,313 Envista shares in Q2 2026, an estimated $58.4K.
Envista made up 0.05% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #184 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Envista in Q3 2024 and has held it in 8 quarters since.
162 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.