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Wealthspire Advisors (New York)’s Envista NVST Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-419
Closed -$8.54K – 2264
2025
Q3 		$8.54K Buy
+419
New +$8.61K ﹤0.01% 2097

Other funds holding NVST

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s NVST Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Envista (NVST) in Q4 2025, closing a stake of 419 shares — an estimated $8.54K sold.

Wealthspire Advisors (New York) first reported a position in NVST in Q3 2025 and held it in 1 quarter. The position peaked at $8.54K in Q3 2025. 337 funds tracked by Wall St. Rank hold NVST as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Envista position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 419 Envista shares in Q4 2025, an estimated $8.54K.
  • Wealthspire Advisors (New York) first reported a position in Envista in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Envista position peaked at $8.54K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Envista as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.