IWC
NAVN

Integrated Wealth Concepts’s Navan Inc NAVN Stock Holding History

Integrated Wealth Concepts’s Portfolio NAVN Stock Details NAVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.2K Buy
+1,100
New +$20.1K ﹤0.01% 3900

Other funds holding NAVN

LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
CM
Cosmic Management West Hollywood, California $382M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NTIC
Napean Trading & Investment Company Singapore $291M AUM 61.93% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Integrated Wealth Concepts's NAVN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Navan Inc (NAVN) in Q2 2026: 1,100 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #3900 among its holdings.

208 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Integrated Wealth Concepts held 1,100 shares of Navan Inc worth $25.2K as of Q2 2026.
  • Navan Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Navan Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3900 holding.
  • 208 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.