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Legacy Wealth Asset Management’s Envista NVST Stock Holding History

Legacy Wealth Asset Management’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 		– Sell
-7,595
Closed -$200K – 385
2026
Q2 		$200K Buy
+7,595
New +$192K 0.04% 377

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
GA
GoalVest Advisory New York $578M AUM 17.41% 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

Legacy Wealth Asset Management's NVST Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of Envista (NVST) in Q3 2026, closing a stake of 7,595 shares — an estimated $200K sold.

Legacy Wealth Asset Management first reported a position in NVST in Q2 2026 and held it in 1 quarter. The position peaked at $200K in Q2 2026. 9 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining Envista position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 7,595 Envista shares in Q3 2026, an estimated $200K.
  • Legacy Wealth Asset Management first reported a position in Envista in Q2 2026 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Envista position peaked at $200K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.