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Private Wealth Management Group’s Novanta NOVT Stock Holding History

Private Wealth Management 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 		$1.78K Hold
11
– – ﹤0.01% 1189
2026
Q1 		$1.3K Hold
11
– – ﹤0.01% 1190
2025
Q4 		$1.31K Sell
11
-47
-81% -$5.35K ﹤0.01% 1197
2025
Q3 		$5.81K Buy
58
+15
+35% +$1.79K ﹤0.01% 735
2025
Q2 		$5.54K Sell
43
-43
-50% -$5.23K ﹤0.01% 713
2025
Q1 		$11K Buy
86
+74
+617% +$10.6K ﹤0.01% 438
2024
Q4 		$1.83K Hold
12
– – ﹤0.01% 1111
2024
Q3 		$2.15K Hold
12
– – ﹤0.01% 1032
2024
Q2 		$1.96K Hold
12
– – ﹤0.01% 1054
2024
Q1 		$2.1K Hold
12
– – ﹤0.01% 944
2023
Q4 		$2.02K Buy
+12
New +$1.75K ﹤0.01% 976

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

Private Wealth Management Group's NOVT Position: Q2 2026 in Review

Private Wealth Management Group held its Novanta (NOVT) position steady in Q2 2026 at 11 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Private Wealth Management Group first reported a position in NOVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $11K in Q1 2025. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Private Wealth Management Group held 11 shares of Novanta worth $1.78K as of Q2 2026.
  • Private Wealth Management Group left its Novanta share count unchanged in Q2 2026.
  • Novanta made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1189 holding.
  • Private Wealth Management Group first reported a position in Novanta in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Novanta position peaked at $11K in Q1 2025.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.