Optimize Financial’s Envista NVST Stock Holding History

Optimize Financial’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	-20,207	Closed	-$439K	–	411
2025 Q4	$439K	Buy	20,207 +288	+1%	+$5.91K	0.22%	183
2025 Q3	$406K	Buy	+19,919	New	+$409K	0.21%	209

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

Optimize Financial's NVST Position: Q1 2026 in Review

Optimize Financial sold out of Envista (NVST) in Q1 2026, closing a stake of 20,207 shares — an estimated $439K sold.

Optimize Financial first reported a position in NVST in Q3 2025 and held it in 2 quarters. The position peaked at $439K in Q4 2025. 388 funds tracked by Wall St. Rank hold NVST as of Q1 2026.

Optimize Financial reported no remaining Envista position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 20,207 Envista shares in Q1 2026, an estimated $439K.
Optimize Financial first reported a position in Envista in Q3 2025 and held it in 2 quarters.
Optimize Financial's Envista position peaked at $439K in Q4 2025.
388 funds tracked by Wall St. Rank held Envista as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.