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Avion Wealth’s Novanta NOVT Stock Holding History

Avion Wealth’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 		$0 Hold
4
– – ﹤0.01% 1630
2026
Q1 		$0 Hold
4
– – ﹤0.01% 1484
2025
Q4 		$0 Buy
+4
New +$456 ﹤0.01% 1475
2025
Q2 		– Sell
-4
Closed – – 1464
2025
Q1 		$0 Buy
+4
New +$575 ﹤0.01% 1253
2024
Q4 		– Sell
-4
Closed – – 1196
2024
Q3 		$0 Hold
4
– – ﹤0.01% 1233
2024
Q2 		$0 Hold
4
– – ﹤0.01% 1156
2024
Q1 		$1K Hold
4
– – ﹤0.01% 1020
2023
Q4 		$1K Buy
+4
New +$583 ﹤0.01% 897

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

Avion Wealth's NOVT Position: Q2 2026 in Review

Avion Wealth held its Novanta (NOVT) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Avion Wealth first reported a position in NOVT in Q4 2023 and has held it in 8 quarters since. The position peaked at $1K in Q1 2024. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Avion Wealth held 4 shares of Novanta worth $0 as of Q2 2026.
  • Avion Wealth left its Novanta share count unchanged in Q2 2026.
  • Novanta made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1630 holding.
  • Avion Wealth first reported a position in Novanta in Q4 2023 and has held it in 8 quarters since.
  • Avion Wealth's Novanta position peaked at $1K in Q1 2024.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.