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 Q2	$3.52M	Buy	196,358 +41,631	+27%	+$794K	﹤0.01%	1667
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 New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Creative Planning's NVTS Position: Q2 2026 in Review

Creative Planning increased its Navitas Semiconductor (NVTS) stake by 27% in Q2 2026, buying an estimated $794K and bringing the position to 196,358 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Creative Planning first reported a position in NVTS in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.83M in Q4 2021. 350 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

Creative Planning held 196,358 shares of Navitas Semiconductor worth $3.52M as of Q2 2026.
Creative Planning bought 41,631 Navitas Semiconductor shares in Q2 2026, an estimated $794K.
Navitas Semiconductor made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1667 holding.
Creative Planning first reported a position in Navitas Semiconductor in Q4 2021 and has held it in 9 quarters since.
Creative Planning's Navitas Semiconductor position peaked at $3.83M in Q4 2021.
350 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.