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AE Wealth Management’s Novanta NOVT Stock Holding History

AE Wealth Management’s Portfolio NOVT Stock Details NOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Buy
+1,616
New +$234K ﹤0.01% 1555

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

AE Wealth Management's NOVT Position: Q2 2026 in Review

AE Wealth Management opened a new position in Novanta (NOVT) in Q2 2026: 1,616 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings.

389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • AE Wealth Management held 1,616 shares of Novanta worth $262K as of Q2 2026.
  • Novanta was a new AE Wealth Management position in Q2 2026.
  • Novanta made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1555 holding.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.