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NOVT icon

Allworth Financial’s Novanta NOVT Stock Holding History

Allworth Financial’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 		$58.7K Sell
362
-61
-14% -$8.82K ﹤0.01% 2341
2026
Q1 		$50K Buy
423
+24
+6% +$3.15K ﹤0.01% 2331
2025
Q4 		$47.5K Buy
399
+362
+978% +$41.2K ﹤0.01% 2234
2025
Q3 		$3.71K Buy
37
+2
+6% +$238 ﹤0.01% 3711
2025
Q2 		$4.51K Buy
35
+23
+192% +$2.8K ﹤0.01% 3317
2025
Q1 		$1.45K Sell
12
-43
-78% -$6.18K ﹤0.01% 3331
2024
Q4 		$8.3K Buy
55
+3
+6% +$508 ﹤0.01% 2518
2024
Q3 		$9.3K Sell
52
-4
-7% -$695 ﹤0.01% 2293
2024
Q2 		$9.66K Sell
56
-2
-3% -$324 ﹤0.01% 2231
2024
Q1 		$10.1K Buy
58
+11
+23% +$1.8K ﹤0.01% 2107
2023
Q4 		$7.92K Buy
47
+31
+194% +$4.52K ﹤0.01% 2078
2023
Q3 		$2.3K Buy
+16
New +$2.61K ﹤0.01% 2474
2022
Q3 		– Sell
-4
Closed – – 2951
2022
Q2 		$0 Buy
+4
New +$503 ﹤0.01% 2657

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

Allworth Financial's NOVT Position: Q2 2026 in Review

Allworth Financial reduced its Novanta (NOVT) stake by 14% in Q2 2026, selling an estimated $8.82K and leaving 362 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Allworth Financial first reported a position in NOVT in Q2 2022 and has held it in 13 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Allworth Financial held 362 shares of Novanta worth $58.7K as of Q2 2026.
  • Allworth Financial sold 61 Novanta shares in Q2 2026, an estimated $8.82K.
  • Novanta made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2341 holding.
  • Allworth Financial first reported a position in Novanta in Q2 2022 and has held it in 13 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.