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Principia Wealth Advisory’s Novanta NOVT Stock Holding History

Principia Wealth Advisory’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 		$162 Hold
1
– – ﹤0.01% 1007
2026
Q1 		$118 Hold
1
– – ﹤0.01% 999
2025
Q4 		$119 Sell
1
-1
-50% -$114 ﹤0.01% 959
2025
Q3 		$200 Hold
2
– – ﹤0.01% 892
2025
Q2 		$258 Hold
2
– – ﹤0.01% 866
2025
Q1 		$236 Buy
+2
New +$288 ﹤0.01% 761

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

Principia Wealth Advisory's NOVT Position: Q2 2026 in Review

Principia Wealth Advisory held its Novanta (NOVT) position steady in Q2 2026 at 1 share worth $162. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Principia Wealth Advisory first reported a position in NOVT in Q1 2025 and has held it in 6 quarters since. The position peaked at $258 in Q2 2025. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Novanta worth $162 as of Q2 2026.
  • Principia Wealth Advisory left its Novanta share count unchanged in Q2 2026.
  • Novanta made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1007 holding.
  • Principia Wealth Advisory first reported a position in Novanta in Q1 2025 and has held it in 6 quarters since.
  • Principia Wealth Advisory's Novanta position peaked at $258 in Q2 2025.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.