Creative Planning
NOVT icon

Creative Planning’s Novanta NOVT Stock Holding History

Creative Planning’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 		$5.43M Buy
33,465
+3,419
+11% +$494K ﹤0.01% 1345
2026
Q1 		$3.55M Buy
30,046
+8,522
+40% +$1.12M ﹤0.01% 1433
2025
Q4 		$2.56M Buy
21,524
+9,580
+80% +$1.09M ﹤0.01% 1509
2025
Q3 		$1.2M Sell
11,944
-5,348
-31% -$637K ﹤0.01% 1951
2025
Q2 		$2.23M Buy
17,292
+3,145
+22% +$383K ﹤0.01% 1240
2025
Q1 		$1.81M Buy
14,147
+4,738
+50% +$681K ﹤0.01% 1248
2024
Q4 		$1.44M Sell
9,409
-155
-2% -$26.2K ﹤0.01% 1367
2024
Q3 		$1.71M Buy
9,564
+2,392
+33% +$416K ﹤0.01% 1167
2024
Q2 		$1.17M Buy
7,172
+186
+3% +$30.2K ﹤0.01% 1294
2024
Q1 		$1.22M Buy
6,986
+3,404
+95% +$558K ﹤0.01% 1209
2023
Q4 		$603K Buy
3,582
+939
+36% +$137K ﹤0.01% 1573
2023
Q3 		$379K Buy
2,643
+186
+8% +$30.3K ﹤0.01% 1763
2023
Q2 		$452K Buy
2,457
+1,097
+81% +$179K ﹤0.01% 1620
2023
Q1 		$216K Buy
+1,360
New +$209K ﹤0.01% 2068
2019
Q3 		– Sell
-11,970
Closed -$1.13M – 2069
2019
Q2 		$1.13M Buy
11,970
+2,270
+23% +$194K ﹤0.01% 716
2019
Q1 		$822K Hold
9,700
– – ﹤0.01% 803
2018
Q4 		$611K Sell
9,700
-15
-0.2% -$967 ﹤0.01% 864
2018
Q3 		$665K Buy
9,715
+15
+0.2% +$1.05K ﹤0.01% 933
2018
Q2 		$604K Sell
9,700
-17
-0.2% -$1.04K ﹤0.01% 971
2018
Q1 		$507K Buy
+9,717
New +$532K ﹤0.01% 1079

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

Creative Planning's NOVT Position: Q2 2026 in Review

Creative Planning increased its Novanta (NOVT) stake by 11% in Q2 2026, buying an estimated $494K and bringing the position to 33,465 shares worth $5.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Creative Planning first reported a position in NOVT in Q1 2018 and has held it in 20 quarters since. 390 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Creative Planning held 33,465 shares of Novanta worth $5.43M as of Q2 2026.
  • Creative Planning bought 3,419 Novanta shares in Q2 2026, an estimated $494K.
  • Novanta made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1345 holding.
  • Creative Planning first reported a position in Novanta in Q1 2018 and has held it in 20 quarters since.
  • 390 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.