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Diversify Wealth Management’s Novanta NOVT Stock Holding History

Diversify Wealth Management’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 		$2.45M Buy
17,392
+2,175
+14% +$315K 0.04% 343
2026
Q1 		$1.84M Buy
+15,217
New +$2M 0.03% 405

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

Diversify Wealth Management's NOVT Position: Q2 2026 in Review

Diversify Wealth Management increased its Novanta (NOVT) stake by 14% in Q2 2026, buying an estimated $315K and bringing the position to 17,392 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #343.

Diversify Wealth Management first reported a position in NOVT in Q1 2026 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Diversify Wealth Management held 17,392 shares of Novanta worth $2.45M as of Q2 2026.
  • Diversify Wealth Management bought 2,175 Novanta shares in Q2 2026, an estimated $315K.
  • Novanta made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Diversify Wealth Management first reported a position in Novanta in Q1 2026 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.