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 Q2	$162	Hold	1	–	–	﹤0.01%	1904
2026 Q1	$118	Buy	+1	New	+$131	﹤0.01%	1771

Other funds holding NOVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

SHP Wealth Management's NOVT Position: Q2 2026 in Review

SHP Wealth Management held its Novanta (NOVT) position steady in Q2 2026 at 1 share worth $162. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

SHP Wealth Management first reported a position in NOVT in Q1 2026 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

SHP Wealth Management held 1 share of Novanta worth $162 as of Q2 2026.
SHP Wealth Management left its Novanta share count unchanged in Q2 2026.
Novanta made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1904 holding.
SHP Wealth Management first reported a position in Novanta in Q1 2026 and has held it in 2 quarters since.
391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.