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Clearstead Advisors’s Novanta NOVT Stock Holding History

Clearstead Advisors’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 		$9.09K Buy
56
+46
+460% +$6.65K ﹤0.01% 2011
2026
Q1 		$1.18K Sell
10
-100
-91% -$13.1K ﹤0.01% 2009
2025
Q4 		$13.1K Buy
110
+80
+267% +$9.11K ﹤0.01% 1825
2025
Q3 		$3K Sell
30
-122
-80% -$14.5K ﹤0.01% 2335
2025
Q2 		$19.6K Buy
152
+31
+26% +$3.77K ﹤0.01% 1631
2025
Q1 		$15.5K Buy
121
+9
+8% +$1.29K ﹤0.01% 1487
2024
Q4 		$17.1K Hold
112
– – ﹤0.01% 1434
2024
Q3 		$20K Hold
112
– – ﹤0.01% 1415
2024
Q2 		$18.3K Buy
+112
New +$18.2K ﹤0.01% 1404
2022
Q2 		– Sell
-31
Closed -$4K – 1387
2022
Q1 		$4K Buy
+31
New +$4.4K ﹤0.01% 1112
2021
Q4 		– Sell
-166
Closed -$26K – 1384
2021
Q3 		$26K Buy
+166
New +$24.1K ﹤0.01% 733

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

Clearstead Advisors's NOVT Position: Q2 2026 in Review

Clearstead Advisors increased its Novanta (NOVT) stake by 460% in Q2 2026, buying an estimated $6.65K and bringing the position to 56 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Clearstead Advisors first reported a position in NOVT in Q3 2021 and has held it in 11 quarters since. The position peaked at $26K in Q3 2021. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Clearstead Advisors held 56 shares of Novanta worth $9.09K as of Q2 2026.
  • Clearstead Advisors bought 46 Novanta shares in Q2 2026, an estimated $6.65K.
  • Novanta made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2011 holding.
  • Clearstead Advisors first reported a position in Novanta in Q3 2021 and has held it in 11 quarters since.
  • Clearstead Advisors's Novanta position peaked at $26K in Q3 2021.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.