IFP Advisors
NVGS icon

IFP Advisors’s Navigator Holdings NVGS Stock Holding History

IFP 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
Q3 		$3.48K Sell
150
-63
-30% -$1.38K ﹤0.01% 3988
2026
Q2 		$3.97K Buy
213
+23
+12% +$499 ﹤0.01% 3912
2026
Q1 		$3.67K Buy
190
+3
+2% +$57 ﹤0.01% 3701
2025
Q4 		$3.24K Buy
187
+159
+568% +$2.66K ﹤0.01% 3640
2025
Q3 		$434 Buy
+28
New +$447 ﹤0.01% 4215

Other funds holding NVGS

Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's NVGS Position: Q3 2026 in Review

IFP Advisors reduced its Navigator Holdings (NVGS) stake by 30% in Q3 2026, selling an estimated $1.38K and leaving 150 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3988.

IFP Advisors first reported a position in NVGS in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.97K in Q2 2026. 11 funds tracked by Wall St. Rank hold NVGS as of Q3 2026.

  • IFP Advisors held 150 shares of Navigator Holdings worth $3.48K as of Q3 2026.
  • IFP Advisors sold 63 Navigator Holdings shares in Q3 2026, an estimated $1.38K.
  • Navigator Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3988 holding.
  • IFP Advisors first reported a position in Navigator Holdings in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Navigator Holdings position peaked at $3.97K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Navigator Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.