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Portside Wealth Group’s Novanta NOVT Stock Holding History

Portside Wealth Group’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 		$1.25M Buy
7,718
+508
+7% +$73.5K 0.15% 158
2026
Q1 		$852K Buy
7,210
+3,156
+78% +$414K 0.12% 185
2025
Q4 		$482K Sell
4,054
-639
-14% -$72.8K 0.06% 270
2025
Q3 		$470K Buy
4,693
+2,726
+139% +$325K 0.06% 266
2025
Q2 		$254K Sell
1,967
-112
-5% -$13.6K 0.04% 389
2025
Q1 		$266K Sell
2,079
-95
-4% -$13.7K 0.04% 366
2024
Q4 		$332K Sell
2,174
-77
-3% -$13K 0.05% 303
2024
Q3 		$403K Sell
2,251
-133
-6% -$23.1K 0.07% 248
2024
Q2 		$389K Sell
2,384
-92
-4% -$14.9K 0.07% 241
2024
Q1 		$433K Buy
2,476
+112
+5% +$18.4K 0.08% 232
2023
Q4 		$398K Buy
+2,364
New +$345K 0.07% 232

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

Portside Wealth Group's NOVT Position: Q2 2026 in Review

Portside Wealth Group increased its Novanta (NOVT) stake by 7% in Q2 2026, buying an estimated $73.5K and bringing the position to 7,718 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #158.

Portside Wealth Group first reported a position in NOVT in Q4 2023 and has held it in 11 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Portside Wealth Group held 7,718 shares of Novanta worth $1.25M as of Q2 2026.
  • Portside Wealth Group bought 508 Novanta shares in Q2 2026, an estimated $73.5K.
  • Novanta made up 0.15% of Portside Wealth Group's portfolio in Q2 2026, its #158 holding.
  • Portside Wealth Group first reported a position in Novanta in Q4 2023 and has held it in 11 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.