KF
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Krilogy Financial’s Envista NVST Stock Holding History

Krilogy Financial’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 		$374K Buy
16,446
+5,625
+52% +$149K 0.01% 769
2026
Q2 		$285K Buy
10,821
+1,485
+16% +$37.5K 0.01% 840
2026
Q1 		$252K Sell
9,336
-814
-8% -$21.1K 0.01% 807
2025
Q4 		$244K Buy
+10,150
New +$208K 0.01% 810

Other funds holding NVST

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 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

Krilogy Financial's NVST Position: Q3 2026 in Review

Krilogy Financial increased its Envista (NVST) stake by 52% in Q3 2026, buying an estimated $149K and bringing the position to 16,446 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #769.

Krilogy Financial first reported a position in NVST in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

  • Krilogy Financial held 16,446 shares of Envista worth $374K as of Q3 2026.
  • Krilogy Financial bought 5,625 Envista shares in Q3 2026, an estimated $149K.
  • Envista made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #769 holding.
  • Krilogy Financial first reported a position in Envista in Q4 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.