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
Q2 		– Sell
-2,210
Closed -$261K – 2904
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 $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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Focus Partners Wealth's NOVT Position: Q2 2026 in Review

Focus Partners Wealth sold out of Novanta (NOVT) in Q2 2026, closing a stake of 2,210 shares — an estimated $261K sold.

Focus Partners Wealth first reported a position in NOVT in Q1 2024 and held it in 8 quarters. The position peaked at $538K in Q4 2024. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Focus Partners Wealth reported no remaining Novanta position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 2,210 Novanta shares in Q2 2026, an estimated $261K.
  • Focus Partners Wealth first reported a position in Novanta in Q1 2024 and held it in 8 quarters.
  • Focus Partners Wealth's Novanta position peaked at $538K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.