Wealth Enhancement Advisory Services
NVST icon

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
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

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

Wealth Enhancement Advisory Services's NVST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Envista (NVST) stake by 55% in Q2 2026, buying an estimated $1.24M and bringing the position to 138,590 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #1266.

Wealth Enhancement Advisory Services first reported a position in NVST in Q3 2023 and has held it in 12 quarters since. 382 funds tracked by Wall St. Rank hold NVST as of Q2 2026.

  • Wealth Enhancement Advisory Services held 138,590 shares of Envista worth $3.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 48,966 Envista shares in Q2 2026, an estimated $1.24M.
  • Envista made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1266 holding.
  • Wealth Enhancement Advisory Services first reported a position in Envista in Q3 2023 and has held it in 12 quarters since.
  • 382 funds tracked by Wall St. Rank held Envista as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.