Merit Financial Group
NVST icon

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
Q3 		$849K Buy
36,190
+14,547
+67% +$386K ﹤0.01% 1248
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Ilex Capital Partners
Ilex Capital Partners London, United Kingdom $5.15B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Merit Financial Group's NVST Position: Q3 2026 in Review

Merit Financial Group increased its Envista (NVST) stake by 67% in Q3 2026, buying an estimated $386K and bringing the position to 36,190 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Merit Financial Group first reported a position in NVST in Q2 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

  • Merit Financial Group held 36,190 shares of Envista worth $849K as of Q3 2026.
  • Merit Financial Group bought 14,547 Envista shares in Q3 2026, an estimated $386K.
  • Envista made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1248 holding.
  • Merit Financial Group first reported a position in Envista in Q2 2025 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.