SWA
NVTS icon

Strategies Wealth Advisors’s Navitas Semiconductor NVTS Stock Holding History

Strategies Wealth Advisors’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
2025
Q4 		– Sell
-32,000
Closed -$231K – 193
2025
Q3 		$231K Buy
+32,000
New +$214K 0.02% 169

Other funds holding NVTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Strategies Wealth Advisors's NVTS Position: Q4 2025 in Review

Strategies Wealth Advisors sold out of Navitas Semiconductor (NVTS) in Q4 2025, closing a stake of 32,000 shares — an estimated $231K sold.

Strategies Wealth Advisors first reported a position in NVTS in Q3 2025 and held it in 1 quarter. The position peaked at $231K in Q3 2025. 269 funds tracked by Wall St. Rank hold NVTS as of Q4 2025.

  • Strategies Wealth Advisors reported no remaining Navitas Semiconductor position as of Q4 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 32,000 Navitas Semiconductor shares in Q4 2025, an estimated $231K.
  • Strategies Wealth Advisors first reported a position in Navitas Semiconductor in Q3 2025 and held it in 1 quarter.
  • Strategies Wealth Advisors's Navitas Semiconductor position peaked at $231K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q4 2025.

Based on Strategies Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.