SWM
NOVT icon

SHP Wealth Management’s Novanta NOVT Stock Holding History

SHP Wealth 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 		$118 Buy
+1
New +$131 ﹤0.01% 1771

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

SHP Wealth Management's NOVT Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Novanta (NOVT) in Q1 2026: 1 share worth $118. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings.

330 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • SHP Wealth Management held 1 share of Novanta worth $118 as of Q1 2026.
  • Novanta was a new SHP Wealth Management position in Q1 2026.
  • Novanta made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1771 holding.
  • 330 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.