Compass Financial Management
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Compass Financial Management’s Navitas Semiconductor NVTS Stock Holding History

Compass Financial Management’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
Q3 		$3.09K Sell
266
-3,782
-93% -$46.7K ﹤0.01% 1383
2026
Q2 		$71.1K Buy
+4,048
New +$77.2K 0.01% 617

Other funds holding NVTS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Compass Financial Management's NVTS Position: Q3 2026 in Review

Compass Financial Management reduced its Navitas Semiconductor (NVTS) stake by 93% in Q3 2026, selling an estimated $46.7K and leaving 266 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Compass Financial Management first reported a position in NVTS in Q2 2026 and has held it in 2 quarters since. The position peaked at $71.1K in Q2 2026. 266 funds tracked by Wall St. Rank hold NVTS as of Q3 2026.

  • Compass Financial Management held 266 shares of Navitas Semiconductor worth $3.09K as of Q3 2026.
  • Compass Financial Management sold 3,782 Navitas Semiconductor shares in Q3 2026, an estimated $46.7K.
  • Navitas Semiconductor made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1383 holding.
  • Compass Financial Management first reported a position in Navitas Semiconductor in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Navitas Semiconductor position peaked at $71.1K in Q2 2026.
  • 266 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.