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Root Financial Partners’s Navitas Semiconductor NVTS Stock Holding History

Root Financial Partners’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
-6,768
Closed -$59.4K – 2248
2026
Q1 		$59.4K Buy
6,768
+5,518
+441% +$50.8K ﹤0.01% 799
2025
Q4 		$8.93K Buy
+1,250
New +$12K ﹤0.01% 1546

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

Root Financial Partners's NVTS Position: Q2 2026 in Review

Root Financial Partners sold out of Navitas Semiconductor (NVTS) in Q2 2026, closing a stake of 6,768 shares — an estimated $59.4K sold.

Root Financial Partners first reported a position in NVTS in Q4 2025 and held it in 2 quarters. The position peaked at $59.4K in Q1 2026. 349 funds tracked by Wall St. Rank hold NVTS as of Q2 2026.

  • Root Financial Partners reported no remaining Navitas Semiconductor position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 6,768 Navitas Semiconductor shares in Q2 2026, an estimated $59.4K.
  • Root Financial Partners first reported a position in Navitas Semiconductor in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Navitas Semiconductor position peaked at $59.4K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.