LRI Investments’s Navitas Semiconductor NVTS Stock Holding History

LRI Investments’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	–	Sell	-83	Closed	-$724	–	1987
2026 Q1	$724	Hold	83	–	–	﹤0.01%	1346
2025 Q4	$590	Hold	83	–	–	﹤0.01%	1296
2025 Q3	$596	Buy	+83	New	+$555	﹤0.01%	1274

Other funds holding NVTS

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return