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True Wealth Design’s Envista NVST Stock Holding History

True Wealth Design’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 		$40.2K Buy
1,524
+574
+60% +$14.5K 0.01% 571
2026
Q1 		$24.1K Buy
950
+111
+13% +$2.88K 0.01% 644
2025
Q4 		$18.2K Buy
839
+429
+105% +$8.8K 0.01% 645
2025
Q3 		$8.35K Buy
410
+371
+951% +$7.62K ﹤0.01% 895
2025
Q2 		$763 Sell
39
-818
-95% -$14.2K ﹤0.01% 1578
2025
Q1 		$14.8K Buy
+857
New +$16.7K 0.01% 395

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

True Wealth Design's NVST Position: Q2 2026 in Review

True Wealth Design increased its Envista (NVST) stake by 60% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,524 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #571.

True Wealth Design first reported a position in NVST in Q1 2025 and has held it in 6 quarters since. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • True Wealth Design held 1,524 shares of Envista worth $40.2K as of Q2 2026.
  • True Wealth Design bought 574 Envista shares in Q2 2026, an estimated $14.5K.
  • Envista made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #571 holding.
  • True Wealth Design first reported a position in Envista in Q1 2025 and has held it in 6 quarters since.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.