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Sowell Financial Services’s Novanta NOVT Stock Holding History

Sowell Financial Services’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 		$323K Buy
1,988
+166
+9% +$24K 0.01% 843
2026
Q1 		$215K Buy
+1,822
New +$239K 0.01% 1011

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

Sowell Financial Services's NOVT Position: Q2 2026 in Review

Sowell Financial Services increased its Novanta (NOVT) stake by 9.1% in Q2 2026, buying an estimated $24K and bringing the position to 1,988 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #843.

Sowell Financial Services first reported a position in NOVT in Q1 2026 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Sowell Financial Services held 1,988 shares of Novanta worth $323K as of Q2 2026.
  • Sowell Financial Services bought 166 Novanta shares in Q2 2026, an estimated $24K.
  • Novanta made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #843 holding.
  • Sowell Financial Services first reported a position in Novanta in Q1 2026 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.