Root Financial Partners
NVST icon

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
Q3 		$42.3K Buy
+1,803
New +$47.8K ﹤0.01% 1161
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

Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Root Financial Partners's NVST Position: Q3 2026 in Review

Root Financial Partners opened a new position in Envista (NVST) in Q3 2026: 1,803 shares worth $42.3K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NVST as recently as Q1 2026.

Root Financial Partners first reported a position in NVST in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

  • Root Financial Partners held 1,803 shares of Envista worth $42.3K as of Q3 2026.
  • Envista was a new Root Financial Partners position in Q3 2026.
  • Envista made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1161 holding.
  • Root Financial Partners first reported a position in Envista in Q3 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.