PWPS
NOVT icon

Pinnacle Wealth Planning Services’s Novanta NOVT Stock Holding History

Pinnacle Wealth Planning Services’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 		$38K Hold
234
– – ﹤0.01% 1462
2026
Q1 		$27.6K Buy
234
+1
+0.4% +$131 ﹤0.01% 1526
2025
Q4 		$27.7K Buy
+233
New +$26.5K ﹤0.01% 1562
2021
Q1 		– Sell
-226
Closed -$27K – 1394
2020
Q4 		$27K Buy
+226
New +$26.4K 0.01% 1038

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

Pinnacle Wealth Planning Services's NOVT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Novanta (NOVT) position steady in Q2 2026 at 234 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Pinnacle Wealth Planning Services first reported a position in NOVT in Q4 2020 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 234 shares of Novanta worth $38K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Novanta share count unchanged in Q2 2026.
  • Novanta made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1462 holding.
  • Pinnacle Wealth Planning Services first reported a position in Novanta in Q4 2020 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.