EWA
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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
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

EverSource Wealth Advisors's NVGS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Navigator Holdings (NVGS) stake by 20% in Q1 2026, buying an estimated $969 and bringing the position to 310 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

EverSource Wealth Advisors first reported a position in NVGS in Q3 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold NVGS as of Q1 2026.

  • EverSource Wealth Advisors held 310 shares of Navigator Holdings worth $5.99K as of Q1 2026.
  • EverSource Wealth Advisors bought 51 Navigator Holdings shares in Q1 2026, an estimated $969.
  • Navigator Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3178 holding.
  • EverSource Wealth Advisors first reported a position in Navigator Holdings in Q3 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Navigator Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.