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Legacy Wealth Management (Idaho)’s Envista NVST Stock Holding History

Legacy Wealth Management (Idaho)’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
-34
Closed -$863 – 696
2026
Q1 		$863 Sell
34
-19
-36% -$493 ﹤0.01% 886
2025
Q4 		$1.15K Buy
53
+43
+430% +$882 ﹤0.01% 733
2025
Q3 		$204 Hold
10
– – ﹤0.01% 738
2025
Q2 		$196 Hold
10
– – ﹤0.01% 707
2025
Q1 		$173 Hold
10
– – ﹤0.01% 774
2024
Q4 		$213 Hold
10
– – ﹤0.01% 711
2024
Q3 		$204 Buy
+10
New +$174 ﹤0.01% 667

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s NVST Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Envista (NVST) in Q2 2026, closing a stake of 34 shares — an estimated $863 sold.

Legacy Wealth Management (Idaho) first reported a position in NVST in Q3 2024 and held it in 7 quarters. The position peaked at $1.15K in Q4 2025. 383 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Envista position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 34 Envista shares in Q2 2026, an estimated $863.
  • Legacy Wealth Management (Idaho) first reported a position in Envista in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Envista position peaked at $1.15K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.