ORG Wealth Partners
NAVN icon

ORG Wealth Partners’s Navan Inc NAVN Stock Holding History

ORG Wealth Partners’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 		$503 Buy
+24
New +$618 ﹤0.01% 2054

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Lord, Abbett & Co
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

ORG Wealth Partners's NAVN Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Navan Inc (NAVN) in Q3 2026: 24 shares worth $503. The stake represents ﹤0.01% of the portfolio and ranks #2054 among its holdings.

136 funds tracked by Wall St. Rank hold NAVN as of Q3 2026.

  • ORG Wealth Partners held 24 shares of Navan Inc worth $503 as of Q3 2026.
  • Navan Inc was a new ORG Wealth Partners position in Q3 2026.
  • Navan Inc made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2054 holding.
  • 136 funds tracked by Wall St. Rank held Navan Inc as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.