Focus Partners Wealth
NOVT icon

Focus Partners Wealth’s Novanta NOVT Stock Holding History

Focus Partners Wealth’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 		$261K Sell
2,210
-673
-23% -$88.3K ﹤0.01% 2268
2025
Q4 		$343K Buy
2,883
+386
+15% +$44K ﹤0.01% 2155
2025
Q3 		$250K Sell
2,497
-863
-26% -$103K ﹤0.01% 1939
2025
Q2 		$433K Buy
3,360
+183
+6% +$22.3K ﹤0.01% 1518
2025
Q1 		$406K Sell
3,177
-346
-10% -$49.7K ﹤0.01% 1434
2024
Q4 		$538K Buy
+3,523
New +$597K ﹤0.01% 1291
2024
Q3 		– Sell
-3,043
Closed -$527K – 1674
2024
Q2 		$527K Hold
3,043
– – ﹤0.01% 938
2024
Q1 		$477K Buy
+3,043
New +$499K ﹤0.01% 733

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T 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

Focus Partners Wealth's NOVT Position: Q1 2026 in Review

Focus Partners Wealth reduced its Novanta (NOVT) stake by 23% in Q1 2026, selling an estimated $88.3K and leaving 2,210 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Focus Partners Wealth first reported a position in NOVT in Q1 2024 and has held it in 8 quarters since. The position peaked at $538K in Q4 2024. 329 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Focus Partners Wealth held 2,210 shares of Novanta worth $261K as of Q1 2026.
  • Focus Partners Wealth sold 673 Novanta shares in Q1 2026, an estimated $88.3K.
  • Novanta made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2268 holding.
  • Focus Partners Wealth first reported a position in Novanta in Q1 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Novanta position peaked at $538K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.