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Innovative Asset Advisors Group’s Envista NVST Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-937
Closed -$23.8K – 776
2026
Q1 		$23.8K Buy
+937
New +$24.3K 0.01% 464

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

Innovative Asset Advisors Group's NVST Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Envista (NVST) in Q2 2026, closing a stake of 937 shares — an estimated $23.8K sold.

Innovative Asset Advisors Group first reported a position in NVST in Q1 2026 and held it in 1 quarter. The position peaked at $23.8K in Q1 2026. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Envista position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 937 Envista shares in Q2 2026, an estimated $23.8K.
  • Innovative Asset Advisors Group first reported a position in Envista in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Envista position peaked at $23.8K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.