TWD
NAVN

True Wealth Design’s Navan Inc NAVN Stock Holding History

True Wealth Design’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 		$435 Buy
+19
New +$348 ﹤0.01% 2241

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
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
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
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's NAVN Position: Q2 2026 in Review

True Wealth Design opened a new position in Navan Inc (NAVN) in Q2 2026: 19 shares worth $435. The stake represents ﹤0.01% of the portfolio and ranks #2241 among its holdings.

17 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • True Wealth Design held 19 shares of Navan Inc worth $435 as of Q2 2026.
  • Navan Inc was a new True Wealth Design position in Q2 2026.
  • Navan Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2241 holding.
  • 17 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.