Creative Planning
NVTS icon

Creative Planning’s Navitas Semiconductor NVTS Stock Holding History

Creative Planning’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 		$1.36M Buy
154,727
+22,320
+17% +$206K ﹤0.01% 2215
2025
Q4 		$945K Buy
132,407
+12,056
+10% +$116K ﹤0.01% 2324
2025
Q3 		$869K Sell
120,351
-6,090
-5% -$40.8K ﹤0.01% 2244
2025
Q2 		$828K Buy
126,441
+57,290
+83% +$221K ﹤0.01% 2014
2025
Q1 		$142K Sell
69,151
-10,444
-13% -$29.9K ﹤0.01% 3175
2024
Q4 		$284K Buy
79,595
+29,936
+60% +$83.3K ﹤0.01% 2710
2024
Q3 		$122K Buy
+49,659
New +$161K ﹤0.01% 2975
2022
Q1 		– Sell
-225,100
Closed -$3.83M – 2411
2021
Q4 		$3.83M Buy
+225,100
New +$3.37M 0.01% 492

Other funds holding NVTS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return