GoalVest Advisory’s Navitas Semiconductor NVTS Stock Holding History

GoalVest Advisory’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	$17.7K	Buy	+990	New	+$18.9K	﹤0.01%	315

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

GoalVest Advisory's NVTS Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Navitas Semiconductor (NVTS) in Q2 2026: 990 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings.

349 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

GoalVest Advisory held 990 shares of Navitas Semiconductor worth $17.7K as of Q2 2026.
Navitas Semiconductor was a new GoalVest Advisory position in Q2 2026.
Navitas Semiconductor made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #315 holding.
349 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.