IFWM
NOVT icon

Institute for Wealth Management’s Novanta NOVT Stock Holding History

Institute for 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 		$224K Buy
+1,379
New +$199K 0.02% 488
2025
Q3 		– Sell
-1,564
Closed -$202K – 593
2025
Q2 		$202K Sell
1,564
-274
-15% -$33.3K 0.02% 541
2025
Q1 		$235K Sell
1,838
-52
-3% -$7.47K 0.03% 474
2024
Q4 		$289K Sell
1,890
-28
-1% -$4.74K 0.04% 406
2024
Q3 		$343K Hold
1,918
– – 0.04% 381
2024
Q2 		$313K Sell
1,918
-20
-1% -$3.25K 0.04% 382
2024
Q1 		$339K Hold
1,938
– – 0.04% 362
2023
Q4 		$326K Hold
1,938
– – 0.05% 354
2023
Q3 		$278K Hold
1,938
– – 0.05% 367
2023
Q2 		$357K Hold
1,938
– – 0.06% 325
2023
Q1 		$308K Hold
1,938
– – 0.06% 343
2022
Q4 		$263K Sell
1,938
-60
-3% -$8.4K 0.06% 376
2022
Q3 		$231K Hold
1,998
– – 0.05% 390
2022
Q2 		$242K Hold
1,998
– – 0.05% 447
2022
Q1 		$284K Hold
1,998
– – 0.05% 438
2021
Q4 		$352K Hold
1,998
– – 0.06% 339
2021
Q3 		$309K Hold
1,998
– – 0.05% 369
2021
Q2 		$269K Hold
1,998
– – 0.05% 395
2021
Q1 		$264K Hold
1,998
– – 0.05% 384
2020
Q4 		$236K Hold
1,998
– – 0.05% 396
2020
Q3 		$210K Sell
1,998
-104
-5% -$11K 0.05% 390
2020
Q2 		$224K Buy
+2,102
New +$195K 0.05% 376
2019
Q3 		– Sell
-2,234
Closed -$211K – 458
2019
Q2 		$211K Buy
+2,234
New +$191K 0.05% 425

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

Institute for Wealth Management's NOVT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Novanta (NOVT) in Q2 2026: 1,379 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #488 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NOVT as recently as Q2 2025.

Institute for Wealth Management first reported a position in NOVT in Q2 2019 and has held it in 23 quarters since. The position peaked at $357K in Q2 2023. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Institute for Wealth Management held 1,379 shares of Novanta worth $224K as of Q2 2026.
  • Novanta was a new Institute for Wealth Management position in Q2 2026.
  • Novanta made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Institute for Wealth Management first reported a position in Novanta in Q2 2019 and has held it in 23 quarters since.
  • Institute for Wealth Management's Novanta position peaked at $357K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.