Morgan Stanley
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Morgan Stanley’s Navitas Semiconductor NVTS Stock Holding History

Morgan Stanley’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 		$38M Sell
2,119,525
-683,764
-24% -$13M ﹤0.01% 2493
2026
Q1 		$24.6M Buy
2,803,289
+1,490,801
+114% +$13.7M ﹤0.01% 2759
2025
Q4 		$9.37M Buy
1,312,488
+605,465
+86% +$5.83M ﹤0.01% 3672
2025
Q3 		$5.1M Sell
707,023
-1,609,935
-69% -$10.8M ﹤0.01% 4131
2025
Q2 		$15.2M Buy
2,316,958
+1,684,672
+266% +$6.49M ﹤0.01% 3071
2025
Q1 		$1.3M Sell
632,286
-719,070
-53% -$2.06M ﹤0.01% 4878
2024
Q4 		$4.82M Buy
1,351,356
+511,939
+61% +$1.42M ﹤0.01% 4033
2024
Q3 		$2.06M Sell
839,417
-749,198
-47% -$2.43M ﹤0.01% 4630
2024
Q2 		$6.24M Sell
1,588,615
-1,269,607
-44% -$5.34M ﹤0.01% 3708
2024
Q1 		$13.6M Buy
2,858,222
+605,385
+27% +$3.55M ﹤0.01% 3081
2023
Q4 		$18.2M Buy
2,252,837
+1,989,199
+755% +$13.3M ﹤0.01% 2785
2023
Q3 		$1.83M Buy
263,638
+25,378
+11% +$225K ﹤0.01% 4443
2023
Q2 		$2.51M Buy
238,260
+18,881
+9% +$146K ﹤0.01% 4272
2023
Q1 		$1.6M Buy
219,379
+116,755
+114% +$655K ﹤0.01% 4584
2022
Q4 		$360K Sell
102,624
-68,088
-40% -$292K ﹤0.01% 5402
2022
Q3 		$828K Buy
170,712
+36,462
+27% +$189K ﹤0.01% 4990
2022
Q2 		$518K Buy
134,250
+108,598
+423% +$751K ﹤0.01% 5404
2022
Q1 		$264K Sell
25,652
-28,104
-52% -$288K ﹤0.01% 5771
2021
Q4 		$915K Buy
53,756
+53,604
+35,266% +$803K ﹤0.01% 5137
2021
Q3 		$2K Buy
152
+45
+42% +$448 ﹤0.01% 7673
2021
Q2 		$1K Sell
107
-200,014
-100% -$2M ﹤0.01% 7618
2021
Q1 		$2M Buy
+200,121
New +$2.12M ﹤0.01% 4258

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

Morgan Stanley's NVTS Position: Q2 2026 in Review

Morgan Stanley reduced its Navitas Semiconductor (NVTS) stake by 24% in Q2 2026, selling an estimated $13M and leaving 2,119,525 shares worth $38M. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Morgan Stanley first reported a position in NVTS in Q1 2021 and has held it in 22 quarters since. 349 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

  • Morgan Stanley held 2,119,525 shares of Navitas Semiconductor worth $38M as of Q2 2026.
  • Morgan Stanley sold 683,764 Navitas Semiconductor shares in Q2 2026, an estimated $13M.
  • Navitas Semiconductor made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2493 holding.
  • Morgan Stanley first reported a position in Navitas Semiconductor in Q1 2021 and has held it in 22 quarters since.
  • 349 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.