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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
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 $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

Pinnacle Wealth Planning Services's NOVT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Novanta (NOVT) stake by 0.43% in Q1 2026, buying an estimated $131 and bringing the position to 234 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Pinnacle Wealth Planning Services first reported a position in NOVT in Q4 2020 and has held it in 3 quarters since. The position peaked at $27.7K in Q4 2025. 329 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 234 shares of Novanta worth $27.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1 Novanta share in Q1 2026, an estimated $131.
  • Novanta made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1526 holding.
  • Pinnacle Wealth Planning Services first reported a position in Novanta in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Novanta position peaked at $27.7K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.