PWMG
NOVT icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return