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True Wealth Design’s Navigator Holdings NVGS Stock Holding History

True Wealth Design’s Portfolio NVGS Stock Details NVGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.62K Buy
+113
New +$2.47K ﹤0.01% 1579
2026
Q2 		– Sell
-5
Closed -$97 – 2818
2026
Q1 		$97 Hold
5
– – ﹤0.01% 2473
2025
Q4 		$87 Sell
5
-6
-55% -$100 ﹤0.01% 2359
2025
Q3 		$171 Buy
+11
New +$176 ﹤0.01% 2342

Other funds holding NVGS

Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design opened a new position in Navigator Holdings (NVGS) in Q3 2026: 113 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: True Wealth Design previously reported a position in NVGS as recently as Q1 2026.

True Wealth Design first reported a position in NVGS in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold NVGS as of Q3 2026.

  • True Wealth Design held 113 shares of Navigator Holdings worth $2.62K as of Q3 2026.
  • Navigator Holdings was a new True Wealth Design position in Q3 2026.
  • Navigator Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1579 holding.
  • True Wealth Design first reported a position in Navigator Holdings in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Navigator Holdings as of Q3 2026.

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