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Physician Wealth Advisors, Inc. → NAVN

Physician Wealth Advisors, Inc. NAVN Position History

Navan, Inc.

Quarters held
4
Latest value
$756
Q3 2026
Peak value
$824
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$615
Q1 2026$477
Q2 2026$824
Q3 2026$756

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$75636——
Q2 2026$82436——
Q1 2026$47736——
Q4 2025$61536——

Other funds holding NAVN

Other Physician Wealth Advisors, Inc. positions

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$68M