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Twin Peaks Wealth Advisors’s Envista NVST Stock Holding History

Twin Peaks Wealth Advisors’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
-76
Closed -$1.93K – 1537
2026
Q1 		$1.93K Buy
+76
New +$1.97K ﹤0.01% 1724
2025
Q3 		– Sell
-62
Closed -$1.29K – 1455
2025
Q2 		$1.29K Buy
+62
New +$1.08K ﹤0.01% 1722

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

Twin Peaks Wealth Advisors's NVST Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Envista (NVST) in Q2 2026, closing a stake of 76 shares — an estimated $1.93K sold.

Twin Peaks Wealth Advisors first reported a position in NVST in Q2 2025 and held it in 2 quarters. The position peaked at $1.93K in Q1 2026. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Envista position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 76 Envista shares in Q2 2026, an estimated $1.93K.
  • Twin Peaks Wealth Advisors first reported a position in Envista in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Envista position peaked at $1.93K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.