BWL
NAVN

Bogart Wealth LLC’s Navan Inc NAVN Stock Holding History

Bogart Wealth LLC’s Portfolio NAVN Stock Details NAVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.9K Buy
+1,000
New +$18.3K ﹤0.01% 759

Other funds holding NAVN

RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Bogart Wealth LLC's NAVN Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Navan Inc (NAVN) in Q2 2026: 1,000 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings.

25 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Bogart Wealth LLC held 1,000 shares of Navan Inc worth $22.9K as of Q2 2026.
  • Navan Inc was a new Bogart Wealth LLC position in Q2 2026.
  • Navan Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #759 holding.
  • 25 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.