Corient Private Wealth
NOVT icon

Corient Private Wealth’s Novanta NOVT Stock Holding History

Corient Private 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 		$405K Buy
2,499
+110
+5% +$15.9K ﹤0.01% 2377
2026
Q1 		$282K Buy
2,389
+81
+4% +$10.6K ﹤0.01% 2350
2025
Q4 		$275K Buy
+2,308
New +$263K ﹤0.01% 2229
2025
Q2 		– Sell
-3,484
Closed -$446K – 2513
2025
Q1 		$446K Buy
3,484
+972
+39% +$140K ﹤0.01% 1651
2024
Q4 		$384K Sell
2,512
-167
-6% -$28.3K ﹤0.01% 1762
2024
Q3 		$479K Buy
2,679
+221
+9% +$38.4K ﹤0.01% 1754
2024
Q2 		$401K Buy
2,458
+98
+4% +$15.9K ﹤0.01% 1760
2024
Q1 		$412K Buy
2,360
+19
+0.8% +$3.12K ﹤0.01% 1726
2023
Q4 		$394K Buy
2,341
+88
+4% +$12.8K ﹤0.01% 1733
2023
Q3 		$323K Buy
2,253
+33
+1% +$5.38K ﹤0.01% 1722
2023
Q2 		$409K Sell
2,220
-300
-12% -$49.1K ﹤0.01% 1550
2023
Q1 		$401K Buy
2,520
+267
+12% +$41K ﹤0.01% 1471
2022
Q4 		$306K Buy
+2,253
New +$315K ﹤0.01% 1329

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

Corient Private Wealth's NOVT Position: Q2 2026 in Review

Corient Private Wealth increased its Novanta (NOVT) stake by 4.6% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,499 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Corient Private Wealth first reported a position in NOVT in Q4 2022 and has held it in 13 quarters since. The position peaked at $479K in Q3 2024. 390 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Corient Private Wealth held 2,499 shares of Novanta worth $405K as of Q2 2026.
  • Corient Private Wealth bought 110 Novanta shares in Q2 2026, an estimated $15.9K.
  • Novanta made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2377 holding.
  • Corient Private Wealth first reported a position in Novanta in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's Novanta position peaked at $479K in Q3 2024.
  • 390 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.