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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Lodestone Wealth Management's NVTS Position: Q1 2026 in Review

Lodestone Wealth Management increased its Navitas Semiconductor (NVTS) stake by 0.72% in Q1 2026, buying an estimated $921 and bringing the position to 14,035 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #203.

Lodestone Wealth Management first reported a position in NVTS in Q3 2025 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold NVTS as of Q1 2026.

  • Lodestone Wealth Management held 14,035 shares of Navitas Semiconductor worth $123K as of Q1 2026.
  • Lodestone Wealth Management bought 100 Navitas Semiconductor shares in Q1 2026, an estimated $921.
  • Navitas Semiconductor made up 0.05% of Lodestone Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Lodestone Wealth Management first reported a position in Navitas Semiconductor in Q3 2025 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.