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
Q1 		$282K Sell
2,389
-2,227
-48% -$292K ﹤0.01% 2350
2025
Q4 		$550K Buy
+4,616
New +$526K ﹤0.01% 2248
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Corient Private Wealth's NOVT Position: Q1 2026 in Review

Corient Private Wealth reduced its Novanta (NOVT) stake by 48% in Q1 2026, selling an estimated $292K and leaving 2,389 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Corient Private Wealth first reported a position in NOVT in Q4 2022 and has held it in 12 quarters since. The position peaked at $550K in Q4 2025. 329 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Corient Private Wealth held 2,389 shares of Novanta worth $282K as of Q1 2026.
  • Corient Private Wealth sold 2,227 Novanta shares in Q1 2026, an estimated $292K.
  • Novanta made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2350 holding.
  • Corient Private Wealth first reported a position in Novanta in Q4 2022 and has held it in 12 quarters since.
  • Corient Private Wealth's Novanta position peaked at $550K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.