Cassaday & Co Wealth Management’s Navitas Semiconductor NVTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$35.8K Hold
2,000
﹤0.01% 679
2026
Q1
$17.5K Buy
+2,000
New +$18.4K ﹤0.01% 802

Other funds holding NVTS

Cassaday & Co Wealth Management's NVTS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Navitas Semiconductor (NVTS) position steady in Q2 2026 at 2,000 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Cassaday & Co Wealth Management first reported a position in NVTS in Q1 2026 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,000 shares of Navitas Semiconductor worth $35.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Navitas Semiconductor share count unchanged in Q2 2026.
  • Navitas Semiconductor made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Cassaday & Co Wealth Management first reported a position in Navitas Semiconductor in Q1 2026 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.