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Physician Wealth Advisors’s Novanta NOVT Stock Holding History

Physician 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
Q1 		– Sell
-5
Closed -$595 – 2183
2025
Q4 		$595 Buy
+5
New +$569 ﹤0.01% 1789
2025
Q2 		– Sell
-7
Closed -$896 – 1922
2025
Q1 		$896 Buy
+7
New +$1.01K ﹤0.01% 1165

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 $5.01B AUM 6.26% 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

Physician Wealth Advisors's NOVT Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Novanta (NOVT) in Q1 2026, closing a stake of 5 shares — an estimated $595 sold.

Physician Wealth Advisors first reported a position in NOVT in Q1 2025 and held it in 2 quarters. The position peaked at $896 in Q1 2025. 329 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Novanta position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 5 Novanta shares in Q1 2026, an estimated $595.
  • Physician Wealth Advisors first reported a position in Novanta in Q1 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Novanta position peaked at $896 in Q1 2025.
  • 329 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.