TWD
NAVN icon

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
Q3 		$399 Hold
19
– – ﹤0.01% 2195
2026
Q2 		$435 Buy
+19
New +$348 ﹤0.01% 2241

Other funds holding NAVN

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
NW
N10 Wealth Greenwich, Connecticut $348M AUM
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NA
N10 Assets Greenwich, Connecticut $263M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's NAVN Position: Q3 2026 in Review

True Wealth Design held its Navan Inc (NAVN) position steady in Q3 2026 at 19 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

True Wealth Design first reported a position in NAVN in Q2 2026 and has held it in 2 quarters since. The position peaked at $435 in Q2 2026. 12 funds tracked by Wall St. Rank hold NAVN as of Q3 2026.

  • True Wealth Design held 19 shares of Navan Inc worth $399 as of Q3 2026.
  • True Wealth Design left its Navan Inc share count unchanged in Q3 2026.
  • Navan Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2195 holding.
  • True Wealth Design first reported a position in Navan Inc in Q2 2026 and has held it in 2 quarters since.
  • True Wealth Design's Navan Inc position peaked at $435 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Navan Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.