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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Madison Wealth Partners's NOVT Position: Q1 2026 in Review

Madison Wealth Partners held its Novanta (NOVT) position steady in Q1 2026 at 1,983 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #192.

Madison Wealth Partners first reported a position in NOVT in Q3 2024 and has held it in 6 quarters since. The position peaked at $355K in Q3 2024. 330 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Madison Wealth Partners held 1,983 shares of Novanta worth $234K as of Q1 2026.
  • Madison Wealth Partners left its Novanta share count unchanged in Q1 2026.
  • Novanta made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #192 holding.
  • Madison Wealth Partners first reported a position in Novanta in Q3 2024 and has held it in 6 quarters since.
  • Madison Wealth Partners's Novanta position peaked at $355K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.