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Beacon Investment Advisory Services’s Novanta NOVT Stock Holding History

Beacon Investment Advisory Services’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 		$1.85K Hold
13
– – ﹤0.01% 739
2026
Q2 		$2.11K Buy
+13
New +$1.88K ﹤0.01% 750

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Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Beacon Investment Advisory Services's NOVT Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Novanta (NOVT) position steady in Q3 2026 at 13 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Beacon Investment Advisory Services first reported a position in NOVT in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.11K in Q2 2026. 27 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

  • Beacon Investment Advisory Services held 13 shares of Novanta worth $1.85K as of Q3 2026.
  • Beacon Investment Advisory Services left its Novanta share count unchanged in Q3 2026.
  • Novanta made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #739 holding.
  • Beacon Investment Advisory Services first reported a position in Novanta in Q2 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Novanta position peaked at $2.11K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.