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Legacy Wealth Management (Idaho)’s Navigator Holdings NVGS Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$387 Hold
20
– – ﹤0.01% 959
2025
Q4 		$347 Hold
20
– – ﹤0.01% 845
2025
Q3 		$310 Hold
20
– – ﹤0.01% 718
2025
Q2 		$283 Hold
20
– – ﹤0.01% 690
2025
Q1 		$267 Hold
20
– – ﹤0.01% 749
2024
Q4 		$331 Hold
20
– – ﹤0.01% 690
2024
Q3 		$318 Buy
+20
New +$327 ﹤0.01% 645

Other funds holding NVGS

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NVGS Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Navigator Holdings (NVGS) position steady in Q1 2026 at 20 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Legacy Wealth Management (Idaho) first reported a position in NVGS in Q3 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold NVGS as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 20 shares of Navigator Holdings worth $387 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Navigator Holdings share count unchanged in Q1 2026.
  • Navigator Holdings made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #959 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Navigator Holdings in Q3 2024 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held Navigator Holdings as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.