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HHM Wealth Advisors’s Navitas Semiconductor NVTS Stock Holding History

HHM Wealth Advisors’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 		$11.5K Buy
640
+140
+28% +$2.67K ﹤0.01% 616
2026
Q1 		$4.38K Hold
500
– – ﹤0.01% 738
2025
Q4 		$3.57K Hold
500
– – ﹤0.01% 737
2025
Q3 		$3.61K Buy
+500
New +$3.35K ﹤0.01% 754

Other funds holding NVTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

HHM Wealth Advisors's NVTS Position: Q2 2026 in Review

HHM Wealth Advisors increased its Navitas Semiconductor (NVTS) stake by 28% in Q2 2026, buying an estimated $2.67K and bringing the position to 640 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

HHM Wealth Advisors first reported a position in NVTS in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

  • HHM Wealth Advisors held 640 shares of Navitas Semiconductor worth $11.5K as of Q2 2026.
  • HHM Wealth Advisors bought 140 Navitas Semiconductor shares in Q2 2026, an estimated $2.67K.
  • Navitas Semiconductor made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #616 holding.
  • HHM Wealth Advisors first reported a position in Navitas Semiconductor in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

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