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Root Financial Partners’s Envista NVST Stock Holding History

Root Financial Partners’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 		– Sell
-683
Closed -$17.3K – 2247
2026
Q1 		$17.3K Buy
683
+73
+12% +$1.89K ﹤0.01% 1403
2025
Q4 		$13.2K Buy
610
+100
+20% +$2.05K ﹤0.01% 1376
2025
Q3 		$10.4K Buy
+510
New +$10.5K ﹤0.01% 1436

Other funds holding NVST

LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Root Financial Partners's NVST Position: Q2 2026 in Review

Root Financial Partners sold out of Envista (NVST) in Q2 2026, closing a stake of 683 shares — an estimated $17.3K sold.

Root Financial Partners first reported a position in NVST in Q3 2025 and held it in 3 quarters. The position peaked at $17.3K in Q1 2026. 94 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Root Financial Partners reported no remaining Envista position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 683 Envista shares in Q2 2026, an estimated $17.3K.
  • Root Financial Partners first reported a position in Envista in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Envista position peaked at $17.3K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.