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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
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

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

Essential Partners's NOVT Position: Q2 2026 in Review

Essential Partners reduced its Novanta (NOVT) stake by 24% in Q2 2026, selling an estimated $2.02K and leaving 44 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Essential Partners first reported a position in NOVT in Q2 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Essential Partners held 44 shares of Novanta worth $7.14K as of Q2 2026.
  • Essential Partners sold 14 Novanta shares in Q2 2026, an estimated $2.02K.
  • Novanta made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1371 holding.
  • Essential Partners first reported a position in Novanta in Q2 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.