Envestnet Portfolio Solutions
NOVT icon

Envestnet Portfolio Solutions’s Novanta NOVT Stock Holding History

Envestnet Portfolio Solutions’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 		$218K Sell
1,844
-1,021
-36% -$134K ﹤0.01% 1245
2025
Q4 		$341K Buy
2,865
+457
+19% +$52K ﹤0.01% 1218
2025
Q3 		$241K Buy
+2,408
New +$287K ﹤0.01% 1342
2025
Q1 		– Sell
-1,687
Closed -$258K – 1714
2024
Q4 		$258K Buy
1,687
+90
+6% +$15.2K ﹤0.01% 1572
2024
Q3 		$286K Buy
1,597
+76
+5% +$13.2K ﹤0.01% 1476
2024
Q2 		$248K Sell
1,521
-150
-9% -$24.3K ﹤0.01% 1478
2024
Q1 		$292K Buy
1,671
+178
+12% +$29.2K ﹤0.01% 1374
2023
Q4 		$251K Sell
1,493
-73
-5% -$10.6K ﹤0.01% 1384
2023
Q3 		$225K Buy
+1,566
New +$255K ﹤0.01% 1379

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