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Fortitude Family Office’s Novanta NOVT Stock Holding History

Fortitude Family Office’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
Q3 		$2.84K Buy
20
+3
+18% +$444 ﹤0.01% 1854
2026
Q2 		$2.76K Hold
17
– – ﹤0.01% 1346
2026
Q1 		$2.01K Buy
17
+13
+325% +$1.71K ﹤0.01% 1282
2025
Q4 		$476 Sell
4
-2
-33% -$228 ﹤0.01% 1734
2025
Q3 		$601 Hold
6
– – ﹤0.01% 1734
2025
Q2 		$774 Buy
+6
New +$730 ﹤0.01% 1623

Other funds holding NOVT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fortitude Family Office's NOVT Position: Q3 2026 in Review

Fortitude Family Office increased its Novanta (NOVT) stake by 18% in Q3 2026, buying an estimated $444 and bringing the position to 20 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Fortitude Family Office first reported a position in NOVT in Q2 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

  • Fortitude Family Office held 20 shares of Novanta worth $2.84K as of Q3 2026.
  • Fortitude Family Office bought 3 Novanta shares in Q3 2026, an estimated $444.
  • Novanta made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1854 holding.
  • Fortitude Family Office first reported a position in Novanta in Q2 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.