Carson Wealth (CWM LLC)
NVTS icon

Carson Wealth (CWM LLC)’s Navitas Semiconductor NVTS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$76.7K Buy
8,748
+3,603
+70% +$33.2K ﹤0.01% 3482
2025
Q4 		$37K Buy
5,145
+630
+14% +$6.06K ﹤0.01% 3819
2025
Q3 		$33K Buy
4,515
+893
+25% +$5.98K ﹤0.01% 3821
2025
Q2 		$24K Sell
3,622
-1,547
-30% -$5.96K ﹤0.01% 3803
2025
Q1 		$11K Buy
5,169
+1,604
+45% +$4.6K ﹤0.01% 4062
2024
Q4 		$13K Sell
3,565
-602
-14% -$1.68K ﹤0.01% 3719
2024
Q3 		$10K Buy
4,167
+4,014
+2,624% +$13K ﹤0.01% 3794
2024
Q2 		$1K Sell
153
-347
-69% -$1.46K ﹤0.01% 4439
2024
Q1 		$2K Sell
500
-181
-27% -$1.06K ﹤0.01% 4014
2023
Q4 		$5K Buy
681
+164
+32% +$1.1K ﹤0.01% 3527
2023
Q3 		$4K Buy
+517
New +$4.58K ﹤0.01% 3579

Other funds holding NVTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NVTS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Navitas Semiconductor (NVTS) stake by 70% in Q1 2026, buying an estimated $33.2K and bringing the position to 8,748 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Carson Wealth (CWM LLC) first reported a position in NVTS in Q3 2023 and has held it in 11 quarters since. 295 funds tracked by Wall St. Rank hold NVTS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,748 shares of Navitas Semiconductor worth $76.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,603 Navitas Semiconductor shares in Q1 2026, an estimated $33.2K.
  • Navitas Semiconductor made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3482 holding.
  • Carson Wealth (CWM LLC) first reported a position in Navitas Semiconductor in Q3 2023 and has held it in 11 quarters since.
  • 295 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.