HWM
NOVT icon

HB Wealth Management’s Novanta NOVT Stock Holding History

HB Wealth Management’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 		$351K Buy
2,161
+172
+9% +$24.9K ﹤0.01% 1288
2026
Q1 		$235K Buy
1,989
+164
+9% +$21.5K ﹤0.01% 1355
2025
Q4 		$217K Buy
+1,825
New +$208K ﹤0.01% 1296
2025
Q2 		– Sell
-1,868
Closed -$239K – 1256
2025
Q1 		$239K Buy
+1,868
New +$269K ﹤0.01% 1061

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

HB Wealth Management's NOVT Position: Q2 2026 in Review

HB Wealth Management increased its Novanta (NOVT) stake by 8.6% in Q2 2026, buying an estimated $24.9K and bringing the position to 2,161 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

HB Wealth Management first reported a position in NOVT in Q1 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • HB Wealth Management held 2,161 shares of Novanta worth $351K as of Q2 2026.
  • HB Wealth Management bought 172 Novanta shares in Q2 2026, an estimated $24.9K.
  • Novanta made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1288 holding.
  • HB Wealth Management first reported a position in Novanta in Q1 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.