Atria Investments’s Novanta NOVT Stock Holding History

Atria Investments’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	$1.1M	Buy	6,760 +1,564	+30%	+$226K	0.01%	1062
2026 Q1	$614K	Buy	5,196 +1,053	+25%	+$138K	0.01%	1332
2025 Q4	$493K	Buy	4,143 +501	+14%	+$57.1K	0.01%	1458
2025 Q3	$365K	Buy	3,642 +611	+20%	+$72.7K	﹤0.01%	1606
2025 Q2	$391K	Buy	3,031 +305	+11%	+$37.1K	﹤0.01%	1560
2025 Q1	$349K	Buy	2,726 +139	+5%	+$20K	﹤0.01%	1537
2024 Q4	$395K	Sell	2,587 -372	-13%	-$63K	﹤0.01%	1439
2024 Q3	$529K	Sell	2,959 -1,067	-27%	-$185K	0.01%	1289
2024 Q2	$657K	Buy	+4,026	New	+$653K	0.01%	1167
2024 Q1	–	Sell	-6,162	Closed	-$1.04M	–	997
2023 Q4	$1.04M	Buy	+6,162	New	+$898K	0.02%	879
2022 Q2	–	Sell	-7,278	Closed	-$1.04M	–	837
2022 Q1	$1.04M	Buy	7,278 +412	+6%	+$58.5K	0.02%	841
2021 Q4	$1.21M	Buy	+6,866	New	+$1.15M	0.02%	758
2020 Q2	–	Sell	-2,636	Closed	-$211K	–	690
2020 Q1	$211K	Buy	+2,636	New	+$235K	0.02%	519

Other funds holding NOVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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

Atria Investments's NOVT Position: Q2 2026 in Review

Atria Investments increased its Novanta (NOVT) stake by 30% in Q2 2026, buying an estimated $226K and bringing the position to 6,760 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1062.

Atria Investments first reported a position in NOVT in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2021. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

Atria Investments held 6,760 shares of Novanta worth $1.1M as of Q2 2026.
Atria Investments bought 1,564 Novanta shares in Q2 2026, an estimated $226K.
Novanta made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1062 holding.
Atria Investments first reported a position in Novanta in Q1 2020 and has held it in 13 quarters since.
Atria Investments's Novanta position peaked at $1.21M in Q4 2021.
391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.