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Merit Financial Group’s Envista NVST Stock Holding History

Merit Financial Group’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 		$570K Buy
21,643
+2,958
+16% +$74.6K ﹤0.01% 1430
2026
Q1 		$474K Buy
18,685
+234
+1% +$6.07K ﹤0.01% 1402
2025
Q4 		$401K Buy
18,451
+2,323
+14% +$47.7K ﹤0.01% 1415
2025
Q3 		$329K Sell
16,128
-398
-2% -$8.18K ﹤0.01% 1392
2025
Q2 		$323K Buy
+16,526
New +$287K ﹤0.01% 1305

Other funds holding NVST

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Merit Financial Group's NVST Position: Q2 2026 in Review

Merit Financial Group increased its Envista (NVST) stake by 16% in Q2 2026, buying an estimated $74.6K and bringing the position to 21,643 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Merit Financial Group first reported a position in NVST in Q2 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Merit Financial Group held 21,643 shares of Envista worth $570K as of Q2 2026.
  • Merit Financial Group bought 2,958 Envista shares in Q2 2026, an estimated $74.6K.
  • Envista made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1430 holding.
  • Merit Financial Group first reported a position in Envista in Q2 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.