MassMutual Private Wealth & Trust
NAVN icon

MassMutual Private Wealth & Trust’s Navan Inc NAVN Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio NAVN Stock Details NAVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.05K Buy
+50
New +$1.29K ﹤0.01% 2089
2026
Q1 		– Sell
-32
Closed -$547 – 2535
2025
Q4 		$547 Buy
+32
New +$508 ﹤0.01% 2228

Other funds holding NAVN

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
NW
N10 Wealth Greenwich, Connecticut $348M AUM
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NA
N10 Assets Greenwich, Connecticut $263M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust's NAVN Position: Q3 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Navan Inc (NAVN) in Q3 2026: 50 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #2089 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in NAVN as recently as Q4 2025.

MassMutual Private Wealth & Trust first reported a position in NAVN in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold NAVN as of Q3 2026.

  • MassMutual Private Wealth & Trust held 50 shares of Navan Inc worth $1.05K as of Q3 2026.
  • Navan Inc was a new MassMutual Private Wealth & Trust position in Q3 2026.
  • Navan Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2089 holding.
  • MassMutual Private Wealth & Trust first reported a position in Navan Inc in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Navan Inc as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.