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LRI Investments’s Envista NVST Stock Holding History

LRI Investments’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 		$21.8K Buy
829
+284
+52% +$7.16K ﹤0.01% 735
2026
Q1 		$13.8K Hold
545
– – ﹤0.01% 795
2025
Q4 		$11.8K Hold
545
– – ﹤0.01% 822
2025
Q3 		$11.1K Hold
545
– – ﹤0.01% 848
2025
Q2 		$10.6K Buy
545
+20
+4% +$348 ﹤0.01% 830
2025
Q1 		$9.06K Hold
525
– – ﹤0.01% 811
2024
Q4 		$10.1K Hold
525
– – ﹤0.01% 785
2024
Q3 		$10.5K Hold
525
– – ﹤0.01% 777
2024
Q2 		$8.73K Buy
+525
New +$9.92K ﹤0.01% 778

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 $3.37T AUM 44.26% 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

LRI Investments's NVST Position: Q2 2026 in Review

LRI Investments increased its Envista (NVST) stake by 52% in Q2 2026, buying an estimated $7.16K and bringing the position to 829 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

LRI Investments first reported a position in NVST in Q2 2024 and has held it in 9 quarters since. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • LRI Investments held 829 shares of Envista worth $21.8K as of Q2 2026.
  • LRI Investments bought 284 Envista shares in Q2 2026, an estimated $7.16K.
  • Envista made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #735 holding.
  • LRI Investments first reported a position in Envista in Q2 2024 and has held it in 9 quarters since.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.