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JFS Wealth Advisors’s Envista NVST Stock Holding History

JFS 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 		$4.8K Buy
182
+5
+3% +$126 ﹤0.01% 1286
2026
Q1 		$4.49K Buy
177
+11
+7% +$285 ﹤0.01% 1230
2025
Q4 		$3.6K Buy
166
+46
+38% +$944 ﹤0.01% 1367
2025
Q3 		$2.44K Sell
120
-13
-10% -$267 ﹤0.01% 1385
2025
Q2 		$2.6K Buy
133
+88
+196% +$1.53K ﹤0.01% 1321
2025
Q1 		$777 Buy
45
+37
+463% +$719 ﹤0.01% 1695
2024
Q4 		$155 Hold
8
– – ﹤0.01% 1862
2024
Q3 		$159 Sell
8
-49
-86% -$853 ﹤0.01% 1881
2024
Q2 		$948 Sell
57
-16
-22% -$302 ﹤0.01% 1680
2024
Q1 		$1.56K Buy
73
+21
+40% +$476 ﹤0.01% 1531
2023
Q4 		$1.25K Buy
52
+20
+63% +$478 ﹤0.01% 1581
2023
Q3 		$893 Sell
32
-81
-72% -$2.62K ﹤0.01% 1624
2023
Q2 		$3.82K Sell
113
-14
-11% -$494 ﹤0.01% 1126
2023
Q1 		$5.19K Buy
127
+29
+30% +$1.1K ﹤0.01% 970
2022
Q4 		$3.3K Buy
98
+55
+128% +$1.88K ﹤0.01% 1165
2022
Q3 		$1K Sell
43
-113
-72% -$4.28K ﹤0.01% 1607
2022
Q2 		$6K Buy
156
+44
+39% +$1.85K ﹤0.01% 949
2022
Q1 		$5K Buy
112
+71
+173% +$3.27K ﹤0.01% 1052
2021
Q4 		$2K Buy
+41
New +$1.69K ﹤0.01% 1120

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

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

JFS Wealth Advisors increased its Envista (NVST) stake by 2.8% in Q2 2026, buying an estimated $126 and bringing the position to 182 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

JFS Wealth Advisors first reported a position in NVST in Q4 2021 and has held it in 19 quarters since. The position peaked at $6K in Q2 2022. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • JFS Wealth Advisors held 182 shares of Envista worth $4.8K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Envista shares in Q2 2026, an estimated $126.
  • Envista made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1286 holding.
  • JFS Wealth Advisors first reported a position in Envista in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Envista position peaked at $6K in Q2 2022.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.