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Pinnacle Wealth Planning Services’s Envista NVST Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.71K Hold
141
– – ﹤0.01% 2359
2026
Q1 		$3.58K Hold
141
– – ﹤0.01% 2332
2025
Q4 		$3.06K Buy
+141
New +$2.89K ﹤0.01% 2393
2021
Q1 		– Sell
-216
Closed -$7K – 1417
2020
Q4 		$7K Buy
+216
New +$6.26K ﹤0.01% 1539

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

Pinnacle Wealth Planning Services's NVST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Envista (NVST) position steady in Q2 2026 at 141 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Pinnacle Wealth Planning Services first reported a position in NVST in Q4 2020 and has held it in 4 quarters since. The position peaked at $7K in Q4 2020. 383 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 141 shares of Envista worth $3.71K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Envista share count unchanged in Q2 2026.
  • Envista made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2359 holding.
  • Pinnacle Wealth Planning Services first reported a position in Envista in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Envista position peaked at $7K in Q4 2020.
  • 383 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.