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GoalVest Advisory’s Envista NVST Stock Holding History

GoalVest Advisory’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 		$2.37K Buy
+101
New +$2.68K ﹤0.01% 637

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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

GoalVest Advisory's NVST Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Envista (NVST) in Q3 2026: 101 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings.

9 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

  • GoalVest Advisory held 101 shares of Envista worth $2.37K as of Q3 2026.
  • Envista was a new GoalVest Advisory position in Q3 2026.
  • Envista made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #637 holding.
  • 9 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.