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Essential Partners’s Novanta NOVT Stock Holding History

Essential Partners’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
Q3 		$6.26K Hold
44
– – ﹤0.01% 1409
2026
Q2 		$7.14K Sell
44
-14
-24% -$2.02K ﹤0.01% 1371
2026
Q1 		$6.85K Buy
58
+2
+4% +$262 ﹤0.01% 1430
2025
Q4 		$6.66K Buy
+56
New +$6.38K ﹤0.01% 1315
2025
Q3 		– Sell
-30
Closed -$3.87K – 2749
2025
Q2 		$3.87K Buy
+30
New +$3.65K ﹤0.01% 1129

Other funds holding NOVT

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Essential Partners's NOVT Position: Q3 2026 in Review

Essential Partners held its Novanta (NOVT) position steady in Q3 2026 at 44 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Essential Partners first reported a position in NOVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.14K in Q2 2026. 20 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

  • Essential Partners held 44 shares of Novanta worth $6.26K as of Q3 2026.
  • Essential Partners left its Novanta share count unchanged in Q3 2026.
  • Novanta made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1409 holding.
  • Essential Partners first reported a position in Novanta in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Novanta position peaked at $7.14K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.