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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
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 $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NVST Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Envista (NVST) stake by 36% in Q1 2026, selling an estimated $493 and leaving 34 shares worth $863. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Legacy Wealth Management (Idaho) first reported a position in NVST in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.15K in Q4 2025. 388 funds tracked by Wall St. Rank hold NVST as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 34 shares of Envista worth $863 as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 19 Envista shares in Q1 2026, an estimated $493.
  • Envista made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #886 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Envista in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Envista position peaked at $1.15K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Envista as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.