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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
Q2 		$67.2K Sell
414
-7
-2% -$1.01K ﹤0.01% 1596
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 $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

EverSource Wealth Advisors's NOVT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Novanta (NOVT) stake by 1.7% in Q2 2026, selling an estimated $1.01K and leaving 414 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

EverSource Wealth Advisors first reported a position in NOVT in Q3 2022 and has held it in 16 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • EverSource Wealth Advisors held 414 shares of Novanta worth $67.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 7 Novanta shares in Q2 2026, an estimated $1.01K.
  • Novanta made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1596 holding.
  • EverSource Wealth Advisors first reported a position in Novanta in Q3 2022 and has held it in 16 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.