Wealth Enhancement Advisory Services’s Envista NVST Stock Holding History

Wealth Enhancement Advisory Services’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	$4.17M	Buy	206,778 +68,188	+49%	+$1.81M	0.01%	1208
2026 Q2	$3.25M	Buy	138,590 +48,966	+55%	+$1.24M	0.01%	1266
2026 Q1	$2.31M	Buy	89,624 +3,487	+4%	+$90.4K	﹤0.01%	1312
2025 Q4	$2M	Buy	86,137 +18,084	+27%	+$371K	﹤0.01%	1519
2025 Q3	$1.39M	Buy	68,053 +2,035	+3%	+$41.8K	﹤0.01%	1659
2025 Q2	$1.35M	Buy	66,018 +18,699	+40%	+$325K	﹤0.01%	1572
2025 Q1	$817K	Buy	47,319 +32,556	+221%	+$633K	﹤0.01%	1713
2024 Q4	$285K	Sell	14,763 -551	-4%	-$10.9K	﹤0.01%	2423
2024 Q3	$303K	Buy	15,314 +1,538	+11%	+$26.8K	﹤0.01%	2174
2024 Q2	$229K	Buy	13,776 +477	+4%	+$9.01K	﹤0.01%	2194
2024 Q1	$284K	Buy	13,299 +2,426	+22%	+$55K	﹤0.01%	1954
2023 Q4	$262K	Buy	10,873 +2,748	+34%	+$65.7K	﹤0.01%	1909
2023 Q3	$227K	Buy	+8,125	New	+$263K	﹤0.01%	1928

Other funds holding NVST

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's NVST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Envista (NVST) stake by 49% in Q3 2026, buying an estimated $1.81M and bringing the position to 206,778 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #1208.

Wealth Enhancement Advisory Services first reported a position in NVST in Q3 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold NVST as of Q3 2026.

Wealth Enhancement Advisory Services held 206,778 shares of Envista worth $4.17M as of Q3 2026.
Wealth Enhancement Advisory Services bought 68,188 Envista shares in Q3 2026, an estimated $1.81M.
Envista made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1208 holding.
Wealth Enhancement Advisory Services first reported a position in Envista in Q3 2023 and has held it in 13 quarters since.
22 funds tracked by Wall St. Rank held Envista as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.