GHP Investment Advisors’s Navient NAVI Stock Holding History

GHP Investment Advisors’s Portfolio NAVI Stock Details NAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$6.5K	–	1452
2025 Q4	$6.5K	Buy	+500	New	+$6.22K	﹤0.01%	785
2025 Q2	–	Sell	-549	Closed	-$6.93K	–	992
2025 Q1	$6.93K	Buy	+549	New	+$7.5K	﹤0.01%	734
2024 Q4	–	Sell	-691	Closed	-$10.8K	–	1020
2024 Q3	$10.8K	Buy	+691	New	+$10.6K	﹤0.01%	708
2023 Q4	–	Sell	-691	Closed	-$12K	–	915
2023 Q3	$12K	Hold	691	–	–	﹤0.01%	674
2023 Q2	$12.3K	Hold	691	–	–	﹤0.01%	656
2023 Q1	$11.1K	Hold	691	–	–	﹤0.01%	669
2022 Q4	$11.4K	Hold	691	–	–	﹤0.01%	663
2022 Q3	$10K	Buy	+691	New	+$10.5K	﹤0.01%	685

Other funds holding NAVI

SIM

Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

GHP Investment Advisors's NAVI Position: Q1 2026 in Review

GHP Investment Advisors sold out of Navient (NAVI) in Q1 2026, closing a stake of 500 shares — an estimated $6.5K sold.

GHP Investment Advisors first reported a position in NAVI in Q3 2022 and held it in 8 quarters. The position peaked at $12.3K in Q2 2023. 244 funds tracked by Wall St. Rank hold NAVI as of Q1 2026.

GHP Investment Advisors reported no remaining Navient position as of Q1 2026 after selling out during the quarter.
GHP Investment Advisors sold 500 Navient shares in Q1 2026, an estimated $6.5K.
GHP Investment Advisors first reported a position in Navient in Q3 2022 and held it in 8 quarters.
GHP Investment Advisors's Navient position peaked at $12.3K in Q2 2023.
244 funds tracked by Wall St. Rank held Navient as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.