CA
NAVN

Clearstead Advisors’s Navan Inc NAVN Stock Holding History

Clearstead Advisors’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 		$23 Buy
+1
New +$18 ﹤0.01% 3571

Other funds holding NAVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
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

Clearstead Advisors's NAVN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Navan Inc (NAVN) in Q2 2026: 1 share worth $23. The stake represents ﹤0.01% of the portfolio and ranks #3571 among its holdings.

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

  • Clearstead Advisors held 1 share of Navan Inc worth $23 as of Q2 2026.
  • Navan Inc was a new Clearstead Advisors position in Q2 2026.
  • Navan Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3571 holding.
  • 67 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.