SageView Advisory Group’s Envista NVST Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-311	Closed	-$6.75K	–	1818
2025 Q4	$6.75K	Buy	+311	New	+$6.38K	﹤0.01%	1861

Other funds holding NVST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SageView Advisory Group's NVST Position: Q1 2026 in Review

SageView Advisory Group sold out of Envista (NVST) in Q1 2026, closing a stake of 311 shares — an estimated $6.75K sold.

SageView Advisory Group first reported a position in NVST in Q4 2025 and held it in 1 quarter. The position peaked at $6.75K in Q4 2025. 392 funds tracked by Wall St. Rank hold NVST as of Q1 2026.

SageView Advisory Group reported no remaining Envista position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 311 Envista shares in Q1 2026, an estimated $6.75K.
SageView Advisory Group first reported a position in Envista in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Envista position peaked at $6.75K in Q4 2025.
392 funds tracked by Wall St. Rank held Envista as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.