EverSource Wealth Advisors’s Navigator Holdings NVGS Stock Holding History

EverSource Wealth 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
2026 Q2	$7.77K	Buy	417 +107	+35%	+$2.32K	﹤0.01%	3058
2026 Q1	$5.99K	Buy	310 +51	+20%	+$969	﹤0.01%	3178
2025 Q4	$4.49K	Buy	259 +181	+232%	+$3.02K	﹤0.01%	3163
2025 Q3	$1.21K	Buy	+78	New	+$1.25K	﹤0.01%	3704

Other funds holding NVGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EverSource Wealth Advisors's NVGS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Navigator Holdings (NVGS) stake by 35% in Q2 2026, buying an estimated $2.32K and bringing the position to 417 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3058.

EverSource Wealth Advisors first reported a position in NVGS in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold NVGS as of Q2 2026.

EverSource Wealth Advisors held 417 shares of Navigator Holdings worth $7.77K as of Q2 2026.
EverSource Wealth Advisors bought 107 Navigator Holdings shares in Q2 2026, an estimated $2.32K.
Navigator Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3058 holding.
EverSource Wealth Advisors first reported a position in Navigator Holdings in Q3 2025 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held Navigator Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.