GWM
NAVI icon

Gilpin Wealth Management’s Navient NAVI Stock Holding History

Gilpin Wealth Management’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
Q3 		$109 Sell
12
-12
-50% -$108 ﹤0.01% 1281
2026
Q2 		$205 Buy
+24
New +$202 ﹤0.01% 913
2026
Q1 		– Sell
-3
Closed -$39 – 1052
2025
Q4 		$39 Buy
+3
New +$37 ﹤0.01% 961

Other funds holding NAVI

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's NAVI Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Navient (NAVI) stake by 50% in Q3 2026, selling an estimated $108 and leaving 12 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Gilpin Wealth Management first reported a position in NAVI in Q4 2025 and has held it in 3 quarters since. The position peaked at $205 in Q2 2026. 6 funds tracked by Wall St. Rank hold NAVI as of Q3 2026.

  • Gilpin Wealth Management held 12 shares of Navient worth $109 as of Q3 2026.
  • Gilpin Wealth Management sold 12 Navient shares in Q3 2026, an estimated $108.
  • Navient made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1281 holding.
  • Gilpin Wealth Management first reported a position in Navient in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Navient position peaked at $205 in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Navient as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.