Lido Advisors’s Envista NVST Stock Holding History

Lido 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 Q1	–	Sell	-25,095	Closed	-$512K	–	2081
2025 Q4	$512K	Buy	25,095 +299	+1%	+$6.13K	﹤0.01%	1285
2025 Q3	$505K	Buy	+24,796	New	+$509K	﹤0.01%	1228
2023 Q2	–	Sell	-5,462	Closed	-$223K	–	1277
2023 Q1	$223K	Buy	+5,462	New	+$208K	﹤0.01%	974

Other funds holding NVST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lido Advisors's NVST Position: Q1 2026 in Review

Lido Advisors sold out of Envista (NVST) in Q1 2026, closing a stake of 25,095 shares — an estimated $512K sold.

Lido Advisors first reported a position in NVST in Q1 2023 and held it in 3 quarters. The position peaked at $512K in Q4 2025. 388 funds tracked by Wall St. Rank hold NVST as of Q1 2026.

Lido Advisors reported no remaining Envista position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 25,095 Envista shares in Q1 2026, an estimated $512K.
Lido Advisors first reported a position in Envista in Q1 2023 and held it in 3 quarters.
Lido Advisors's Envista position peaked at $512K in Q4 2025.
388 funds tracked by Wall St. Rank held Envista as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.