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Alliance Wealth Advisors (Utah)’s Novanta NOVT Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$568K Sell
3,498
-631
-15% -$91.3K 0.11% 119
2026
Q1 		$488K Buy
+4,129
New +$542K 0.11% 139
2024
Q4 		– Sell
-1,192
Closed -$213K – 266
2024
Q3 		$213K Sell
1,192
-47
-4% -$8.17K 0.06% 228
2024
Q2 		$202K Sell
1,239
-31
-2% -$5.03K 0.06% 220
2024
Q1 		$222K Sell
1,270
-17
-1% -$2.79K 0.07% 221
2023
Q4 		$217K Buy
+1,287
New +$188K 0.07% 223

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s NOVT Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Novanta (NOVT) stake by 15% in Q2 2026, selling an estimated $91.3K and leaving 3,498 shares worth $568K. The position accounts for 0.11% of the portfolio, ranked #119.

Alliance Wealth Advisors (Utah) first reported a position in NOVT in Q4 2023 and has held it in 6 quarters since. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 3,498 shares of Novanta worth $568K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 631 Novanta shares in Q2 2026, an estimated $91.3K.
  • Novanta made up 0.11% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #119 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Novanta in Q4 2023 and has held it in 6 quarters since.
  • 391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.