PWG
NOVT icon

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 0.07% 270
2025
Q3 		$470K Buy
4,693
+2,726
+139% +$325K 0.07% 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 0.06% 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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return