Asset Planning Services Inc’s Navitas Semiconductor NVTS Stock Holding History

Asset Planning Services Inc’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 Q3	$293K	Hold	25,284	–	–	0.12%	36
2026 Q2	$453K	Sell	25,284 -25,000	-50%	-$477K	0.19%	34
2026 Q1	$441K	Hold	50,284	–	–	0.19%	31
2025 Q4	$359K	Sell	50,284 -50,300	-50%	-$484K	0.16%	33
2025 Q3	$726K	Hold	100,584	–	–	0.31%	27
2025 Q2	$659K	Sell	100,584 -9,700	-9%	-$37.4K	0.3%	28
2025 Q1	$226K	Hold	110,284	–	–	0.11%	35
2024 Q4	$394K	Hold	110,284	–	–	0.19%	32
2024 Q3	$270K	Hold	110,284	–	–	0.13%	34
2024 Q2	$433K	Hold	110,284	–	–	0.23%	31
2024 Q1	$526K	Sell	110,284 -200	-0.2%	-$1.17K	0.29%	30
2023 Q4	$892K	Buy	110,484 +284	+0.3%	+$1.9K	0.54%	29
2023 Q3	$766K	Hold	110,200	–	–	0.5%	28
2023 Q2	$1.16M	Hold	110,200	–	–	0.72%	27
2023 Q1	$806K	Hold	110,200	–	–	0.51%	30
2022 Q4	$387K	Buy	110,200 +100,000	+980%	+$429K	0.25%	32
2022 Q3	$49K	Hold	10,200	–	–	0.03%	35
2022 Q2	$39K	Hold	10,200	–	–	0.03%	35
2022 Q1	$105K	Buy	+10,200	New	+$105K	0.06%	40

Other funds holding NVTS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Asset Planning Services Inc's NVTS Position: Q3 2026 in Review

Asset Planning Services Inc held its Navitas Semiconductor (NVTS) position steady in Q3 2026 at 25,284 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #36.

Asset Planning Services Inc first reported a position in NVTS in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.16M in Q2 2023. 173 funds tracked by Wall St. Rank hold NVTS as of Q3 2026.

Asset Planning Services Inc held 25,284 shares of Navitas Semiconductor worth $293K as of Q3 2026.
Asset Planning Services Inc left its Navitas Semiconductor share count unchanged in Q3 2026.
Navitas Semiconductor made up 0.12% of Asset Planning Services Inc's portfolio in Q3 2026, its #36 holding.
Asset Planning Services Inc first reported a position in Navitas Semiconductor in Q1 2022 and has held it in 19 quarters since.
Asset Planning Services Inc's Navitas Semiconductor position peaked at $1.16M in Q2 2023.
173 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q3 2026.

Based on Asset Planning Services Inc's 13F filing for Q3 2026, filed 15 Oct 2026.