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Lodestone Wealth Management’s Navitas Semiconductor NVTS Stock Holding History

Lodestone Wealth Management’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 		$298K Buy
16,657
+2,622
+19% +$50K 0.11% 154
2026
Q1 		$123K Buy
14,035
+100
+0.7% +$921 0.05% 203
2025
Q4 		$99.5K Sell
13,935
-117
-0.8% -$1.13K 0.04% 219
2025
Q3 		$101K Buy
+14,052
New +$94K 0.05% 173

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 $3.37T 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
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

Lodestone Wealth Management's NVTS Position: Q2 2026 in Review

Lodestone Wealth Management increased its Navitas Semiconductor (NVTS) stake by 19% in Q2 2026, buying an estimated $50K and bringing the position to 16,657 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #154.

Lodestone Wealth Management 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.

  • Lodestone Wealth Management held 16,657 shares of Navitas Semiconductor worth $298K as of Q2 2026.
  • Lodestone Wealth Management bought 2,622 Navitas Semiconductor shares in Q2 2026, an estimated $50K.
  • Navitas Semiconductor made up 0.11% of Lodestone Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Lodestone Wealth Management 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.