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Pension & Wealth Management Advisors’s Envista NVST Stock Holding History

Pension & Wealth Management 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
Q2 		$182K Buy
6,909
+2,313
+50% +$58.4K 0.05% 184
2026
Q1 		$117K Sell
4,596
-1,887
-29% -$48.9K 0.03% 217
2025
Q4 		$141K Hold
6,483
– – 0.04% 197
2025
Q3 		$132K Hold
6,483
– – 0.04% 186
2025
Q2 		$127K Sell
6,483
-277
-4% -$4.82K 0.04% 175
2025
Q1 		$117K Sell
6,760
-265
-4% -$5.15K 0.04% 182
2024
Q4 		$136K Hold
7,025
– – 0.05% 166
2024
Q3 		$139K Buy
+7,025
New +$122K 0.07% 121

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

Pension & Wealth Management Advisors's NVST Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Envista (NVST) stake by 50% in Q2 2026, buying an estimated $58.4K and bringing the position to 6,909 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #184.

Pension & Wealth Management Advisors first reported a position in NVST in Q3 2024 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Pension & Wealth Management Advisors held 6,909 shares of Envista worth $182K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 2,313 Envista shares in Q2 2026, an estimated $58.4K.
  • Envista made up 0.05% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #184 holding.
  • Pension & Wealth Management Advisors first reported a position in Envista in Q3 2024 and has held it in 8 quarters since.
  • 362 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.