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A&I Financial Services’s Navitas Semiconductor NVTS Stock Holding History

A&I Financial Services’s Portfolio NVTS Stock Details NVTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,000
Closed -$132K – 80
2026
Q1 		$132K Buy
15,000
+5,000
+50% +$46K 0.06% 74
2025
Q4 		$71.4K Buy
+10,000
New +$96.2K 0.03% 79

Other funds holding NVTS

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

A&I Financial Services's NVTS Position: Q2 2026 in Review

A&I Financial Services sold out of Navitas Semiconductor (NVTS) in Q2 2026, closing a stake of 15,000 shares — an estimated $132K sold.

A&I Financial Services first reported a position in NVTS in Q4 2025 and held it in 2 quarters. The position peaked at $132K in Q1 2026. 35 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

  • A&I Financial Services reported no remaining Navitas Semiconductor position as of Q2 2026 after selling out during the quarter.
  • A&I Financial Services sold 15,000 Navitas Semiconductor shares in Q2 2026, an estimated $132K.
  • A&I Financial Services first reported a position in Navitas Semiconductor in Q4 2025 and held it in 2 quarters.
  • A&I Financial Services's Navitas Semiconductor position peaked at $132K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.