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Madison Wealth Partners’s Novanta NOVT Stock Holding History

Madison Wealth Partners’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 		$322K Hold
1,983
– – 0.04% 199
2026
Q1 		$234K Hold
1,983
– – 0.04% 192
2025
Q4 		$236K Buy
+1,983
New +$226K 0.04% 175
2025
Q3 		– Sell
-1,983
Closed -$256K – 188
2025
Q2 		$256K Hold
1,983
– – 0.06% 140
2025
Q1 		$254K Hold
1,983
– – 0.06% 130
2024
Q4 		$303K Hold
1,983
– – 0.08% 116
2024
Q3 		$355K Buy
+1,983
New +$345K 0.11% 99

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

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

Madison Wealth Partners held its Novanta (NOVT) position steady in Q2 2026 at 1,983 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #199.

Madison Wealth Partners first reported a position in NOVT in Q3 2024 and has held it in 7 quarters since. The position peaked at $355K in Q3 2024. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Madison Wealth Partners held 1,983 shares of Novanta worth $322K as of Q2 2026.
  • Madison Wealth Partners left its Novanta share count unchanged in Q2 2026.
  • Novanta made up 0.04% of Madison Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • Madison Wealth Partners first reported a position in Novanta in Q3 2024 and has held it in 7 quarters since.
  • Madison Wealth Partners's Novanta position peaked at $355K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

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