EWA
NOVT icon

EverSource Wealth Advisors’s Novanta NOVT Stock Holding History

EverSource Wealth Advisors’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 		$49.7K Sell
421
-6
-1% -$787 ﹤0.01% 1890
2025
Q4 		$50.8K Buy
427
+233
+120% +$26.5K ﹤0.01% 1739
2025
Q3 		$19.4K Buy
194
+62
+47% +$7.38K ﹤0.01% 2378
2025
Q2 		$17K Buy
132
+37
+39% +$4.5K ﹤0.01% 2428
2025
Q1 		$12.1K Sell
95
-40
-30% -$5.75K ﹤0.01% 1996
2024
Q4 		$20.6K Buy
135
+85
+170% +$14.4K ﹤0.01% 1605
2024
Q3 		$8.95K Buy
50
+4
+9% +$695 ﹤0.01% 1932
2024
Q2 		$8.34K Sell
46
-7
-13% -$1.14K ﹤0.01% 1953
2024
Q1 		$8.3K Sell
53
-32
-38% -$5.25K ﹤0.01% 1793
2023
Q4 		$14.3K Buy
85
+49
+136% +$7.14K ﹤0.01% 1404
2023
Q3 		$5.16K Sell
36
-3
-8% -$489 ﹤0.01% 1700
2023
Q2 		$7.18K Hold
39
– – ﹤0.01% 1587
2023
Q1 		$6.2K Buy
39
+10
+34% +$1.54K ﹤0.01% 1560
2022
Q4 		$3.94K Hold
29
– – ﹤0.01% 1696
2022
Q3 		$4K Buy
+29
New +$3.95K ﹤0.01% 1458

Other funds holding NOVT

BlackRock
BlackRock New York $5.7T 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