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JFS Wealth Advisors’s Novanta NOVT Stock Holding History

JFS Wealth Advisors’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 		$1.95K Hold
12
– – ﹤0.01% 1616
2026
Q1 		$1.42K Buy
12
+5
+71% +$656 ﹤0.01% 1592
2025
Q4 		$833 Sell
7
-2
-22% -$228 ﹤0.01% 1735
2025
Q3 		$902 Sell
9
-1
-10% -$119 ﹤0.01% 1651
2025
Q2 		$1.29K Sell
10
-9
-47% -$1.09K ﹤0.01% 1510
2025
Q1 		$2.43K Sell
19
-1
-5% -$144 ﹤0.01% 1401
2024
Q4 		$3.06K Buy
20
+1
+5% +$169 ﹤0.01% 1315
2024
Q3 		$3.4K Buy
19
+1
+6% +$174 ﹤0.01% 1260
2024
Q2 		$2.94K Hold
18
– – ﹤0.01% 1287
2024
Q1 		$3.15K Hold
18
– – ﹤0.01% 1278
2023
Q4 		$3.03K Sell
18
-2
-10% -$292 ﹤0.01% 1256
2023
Q3 		$2.87K Buy
20
+1
+5% +$163 ﹤0.01% 1225
2023
Q2 		$3.5K Sell
19
-2
-10% -$327 ﹤0.01% 1173
2023
Q1 		$3.34K Buy
21
+1
+5% +$154 ﹤0.01% 1152
2022
Q4 		$2.72K Buy
20
+1
+5% +$140 ﹤0.01% 1248
2022
Q3 		$2K Buy
19
+11
+138% +$1.5K ﹤0.01% 1358
2022
Q2 		$1K Sell
8
-6
-43% -$755 ﹤0.01% 1594
2022
Q1 		$2K Buy
14
+7
+100% +$993 ﹤0.01% 1458
2021
Q4 		$1K Buy
+7
New +$1.17K ﹤0.01% 1479

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

JFS Wealth Advisors's NOVT Position: Q2 2026 in Review

JFS Wealth Advisors held its Novanta (NOVT) position steady in Q2 2026 at 12 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

JFS Wealth Advisors first reported a position in NOVT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.5K in Q2 2023. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • JFS Wealth Advisors held 12 shares of Novanta worth $1.95K as of Q2 2026.
  • JFS Wealth Advisors left its Novanta share count unchanged in Q2 2026.
  • Novanta made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1616 holding.
  • JFS Wealth Advisors first reported a position in Novanta in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Novanta position peaked at $3.5K in Q2 2023.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.