PWA
NAVN

Physician Wealth Advisors’s Navan Inc NAVN Stock Holding History

Physician Wealth Advisors’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
Q2 		$824 Hold
36
– – ﹤0.01% 1906
2026
Q1 		$477 Hold
36
– – ﹤0.01% 1944
2025
Q4 		$615 Buy
+36
New +$572 ﹤0.01% 1778

Other funds holding NAVN

RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Physician Wealth Advisors's NAVN Position: Q2 2026 in Review

Physician Wealth Advisors held its Navan Inc (NAVN) position steady in Q2 2026 at 36 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Physician Wealth Advisors first reported a position in NAVN in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Physician Wealth Advisors held 36 shares of Navan Inc worth $824 as of Q2 2026.
  • Physician Wealth Advisors left its Navan Inc share count unchanged in Q2 2026.
  • Navan Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1906 holding.
  • Physician Wealth Advisors first reported a position in Navan Inc in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.