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Private Wealth Asset Management’s Novanta NOVT Stock Holding History

Private Wealth Asset Management’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 		– Sell
-1
Closed -$119 – 1068
2025
Q4 		$119 Hold
1
– – ﹤0.01% 1071
2025
Q3 		$100 Hold
1
– – ﹤0.01% 1076
2025
Q2 		$129 Hold
1
– – ﹤0.01% 1053
2025
Q1 		$128 Buy
+1
New +$144 ﹤0.01% 1145

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Private Wealth Asset Management's NOVT Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Novanta (NOVT) in Q1 2026, closing a stake of 1 share — an estimated $119 sold.

Private Wealth Asset Management first reported a position in NOVT in Q1 2025 and held it in 4 quarters. The position peaked at $129 in Q2 2025. 331 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Novanta position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1 Novanta share in Q1 2026, an estimated $119.
  • Private Wealth Asset Management first reported a position in Novanta in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Novanta position peaked at $129 in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.