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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
Q3 		– Sell
-4
Closed – – 1597
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

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Avion Wealth's NOVT Position: Q3 2026 in Review

Avion Wealth sold out of Novanta (NOVT) in Q3 2026, closing a stake of 4 shares.

Avion Wealth first reported a position in NOVT in Q4 2023 and held it in 8 quarters. The position peaked at $1K in Q1 2024. 128 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

  • Avion Wealth reported no remaining Novanta position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 4 Novanta shares in Q3 2026.
  • Avion Wealth first reported a position in Novanta in Q4 2023 and held it in 8 quarters.
  • Avion Wealth's Novanta position peaked at $1K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.