Clearstead Advisors’s Navigator Holdings NVGS Stock Holding History

Clearstead Advisors’s Portfolio NVGS Stock Details NVGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-90	Closed	-$1.4K	–	3094
2025 Q3	$1.4K	Buy	+90	New	+$1.44K	﹤0.01%	2556

Other funds holding NVGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Clearstead Advisors's NVGS Position: Q4 2025 in Review

Clearstead Advisors sold out of Navigator Holdings (NVGS) in Q4 2025, closing a stake of 90 shares — an estimated $1.4K sold.

Clearstead Advisors first reported a position in NVGS in Q3 2025 and held it in 1 quarter. The position peaked at $1.4K in Q3 2025. 156 funds tracked by Wall St. Rank hold NVGS as of Q4 2025.

Clearstead Advisors reported no remaining Navigator Holdings position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 90 Navigator Holdings shares in Q4 2025, an estimated $1.4K.
Clearstead Advisors first reported a position in Navigator Holdings in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's Navigator Holdings position peaked at $1.4K in Q3 2025.
156 funds tracked by Wall St. Rank held Navigator Holdings as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.