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
Q2 		$311K Buy
1,914
+70
+4% +$10.1K ﹤0.01% 1175
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 $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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Envestnet Portfolio Solutions's NOVT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Novanta (NOVT) stake by 3.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,914 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Envestnet Portfolio Solutions first reported a position in NOVT in Q3 2023 and has held it in 10 quarters since. The position peaked at $341K in Q4 2025. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,914 shares of Novanta worth $311K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 70 Novanta shares in Q2 2026, an estimated $10.1K.
  • Novanta made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1175 holding.
  • Envestnet Portfolio Solutions first reported a position in Novanta in Q3 2023 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's Novanta position peaked at $341K in Q4 2025.
  • 391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.