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 Q3	$218K	Buy	18,772 +2,115	+13%	+$26.1K	0.07%	177
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Torrey Growth & Income Advisors Del Mar, California $297M AUM 36.15% 1-Year Est. Return

Lodestone Wealth Management's NVTS Position: Q3 2026 in Review

Lodestone Wealth Management increased its Navitas Semiconductor (NVTS) stake by 13% in Q3 2026, buying an estimated $26.1K and bringing the position to 18,772 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #177.

Lodestone Wealth Management first reported a position in NVTS in Q3 2025 and has held it in 5 quarters since. The position peaked at $298K in Q2 2026. 142 funds tracked by Wall St. Rank hold NVTS as of Q3 2026.

Lodestone Wealth Management held 18,772 shares of Navitas Semiconductor worth $218K as of Q3 2026.
Lodestone Wealth Management bought 2,115 Navitas Semiconductor shares in Q3 2026, an estimated $26.1K.
Navitas Semiconductor made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #177 holding.
Lodestone Wealth Management first reported a position in Navitas Semiconductor in Q3 2025 and has held it in 5 quarters since.
Lodestone Wealth Management's Navitas Semiconductor position peaked at $298K in Q2 2026.
142 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.