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Crewe Advisors’s Novanta NOVT Stock Holding History

Crewe 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 		$21.3K Buy
131
+60
+85% +$8.68K ﹤0.01% 605
2026
Q1 		$8.39K Buy
71
+58
+446% +$7.61K ﹤0.01% 679
2025
Q4 		$1.55K Buy
+13
New +$1.48K ﹤0.01% 924
2024
Q3 		– Sell
-59
Closed -$9.62K – 900
2024
Q2 		$9.62K Buy
+59
New +$9.57K ﹤0.01% 703

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

Crewe Advisors's NOVT Position: Q2 2026 in Review

Crewe Advisors increased its Novanta (NOVT) stake by 85% in Q2 2026, buying an estimated $8.68K and bringing the position to 131 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Crewe Advisors first reported a position in NOVT in Q2 2024 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Crewe Advisors held 131 shares of Novanta worth $21.3K as of Q2 2026.
  • Crewe Advisors bought 60 Novanta shares in Q2 2026, an estimated $8.68K.
  • Novanta made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #605 holding.
  • Crewe Advisors first reported a position in Novanta in Q2 2024 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.