Carson Wealth (CWM LLC)
NOVT icon

Carson Wealth (CWM LLC)’s Novanta NOVT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$415K Buy
3,515
+366
+12% +$48K ﹤0.01% 2143
2025
Q4 		$375K Buy
3,149
+2,517
+398% +$287K ﹤0.01% 2099
2025
Q3 		$63K Sell
632
-576
-48% -$68.6K ﹤0.01% 3335
2025
Q2 		$156K Buy
1,208
+804
+199% +$97.9K ﹤0.01% 2380
2025
Q1 		$52K Buy
404
+310
+330% +$44.6K ﹤0.01% 2961
2024
Q4 		$14K Sell
94
-17
-15% -$2.88K ﹤0.01% 3679
2024
Q3 		$20K Buy
111
+6
+6% +$1.04K ﹤0.01% 3357
2024
Q2 		$17K Buy
105
+20
+24% +$3.25K ﹤0.01% 3227
2024
Q1 		$15K Buy
85
+25
+42% +$4.1K ﹤0.01% 3100
2023
Q4 		$10K Sell
60
-43
-42% -$6.27K ﹤0.01% 3194
2023
Q3 		$15K Sell
103
-13
-11% -$2.12K ﹤0.01% 2881
2023
Q2 		$21K Sell
116
-2
-2% -$327 ﹤0.01% 2607
2023
Q1 		$19K Buy
118
+3
+3% +$461 ﹤0.01% 2549
2022
Q4 		$16K Sell
115
-1
-0.9% -$140 ﹤0.01% 2518
2022
Q3 		$13K Buy
116
+100
+625% +$13.6K ﹤0.01% 2523
2022
Q2 		$2K Buy
16
+7
+78% +$880 ﹤0.01% 3376
2022
Q1 		$1K Buy
+9
New +$1.28K ﹤0.01% 3384

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NOVT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Novanta (NOVT) stake by 12% in Q1 2026, buying an estimated $48K and bringing the position to 3,515 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Carson Wealth (CWM LLC) first reported a position in NOVT in Q1 2022 and has held it in 17 quarters since. 330 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,515 shares of Novanta worth $415K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 366 Novanta shares in Q1 2026, an estimated $48K.
  • Novanta made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2143 holding.
  • Carson Wealth (CWM LLC) first reported a position in Novanta in Q1 2022 and has held it in 17 quarters since.
  • 330 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.