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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
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

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

Retirement Wealth Solutions's NVST Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Envista (NVST) stake by 14% in Q2 2026, selling an estimated $202 and leaving 50 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Retirement Wealth Solutions first reported a position in NVST in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.47K in Q1 2026. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Retirement Wealth Solutions held 50 shares of Envista worth $1.32K as of Q2 2026.
  • Retirement Wealth Solutions sold 8 Envista shares in Q2 2026, an estimated $202.
  • Envista made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #596 holding.
  • Retirement Wealth Solutions first reported a position in Envista in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Envista position peaked at $1.47K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.