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Retirement Wealth Solutions’s Envista NVST Stock Holding History

Retirement Wealth Solutions’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 		$1.17K Hold
50
– – ﹤0.01% 704
2026
Q2 		$1.32K Sell
50
-8
-14% -$202 ﹤0.01% 596
2026
Q1 		$1.47K Buy
58
+10
+21% +$259 ﹤0.01% 564
2025
Q4 		$1.04K Buy
48
+1
+2% +$21 ﹤0.01% 574
2025
Q3 		$958 Buy
+47
New +$966 ﹤0.01% 570

Other funds holding NVST

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Retirement Wealth Solutions's NVST Position: Q3 2026 in Review

Retirement Wealth Solutions held its Envista (NVST) position steady in Q3 2026 at 50 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Retirement Wealth Solutions first reported a position in NVST in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.47K in Q1 2026. 9 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

  • Retirement Wealth Solutions held 50 shares of Envista worth $1.17K as of Q3 2026.
  • Retirement Wealth Solutions left its Envista share count unchanged in Q3 2026.
  • Envista made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #704 holding.
  • Retirement Wealth Solutions first reported a position in Envista in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Envista position peaked at $1.47K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.