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NOVT icon

Spire Wealth Management’s Novanta NOVT Stock Holding History

Spire 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 		$124K Buy
766
+1
+0.1% +$145 ﹤0.01% 920
2026
Q1 		$90.4K Hold
765
– – ﹤0.01% 994
2025
Q4 		$91.1K Sell
765
-202
-21% -$23K ﹤0.01% 1012
2025
Q3 		$96.9K Sell
967
-300
-24% -$35.7K ﹤0.01% 999
2025
Q2 		$163K Sell
1,267
-485
-28% -$59K 0.01% 817
2025
Q1 		$224K Sell
1,752
-200
-10% -$28.8K 0.01% 795
2024
Q4 		$298K Sell
1,952
-1
-0.1% -$169 0.01% 711
2024
Q3 		$349K Buy
1,953
+1
+0.1% +$174 0.01% 602
2024
Q2 		$318K Hold
1,952
– – 0.01% 598
2024
Q1 		$341K Sell
1,952
-267
-12% -$43.8K 0.01% 628
2023
Q4 		$349K Sell
2,219
-90
-4% -$13.1K 0.01% 604
2023
Q3 		$331K Sell
2,309
-199
-8% -$32.4K 0.01% 574
2023
Q2 		$462K Buy
2,508
+1
+0% +$164 0.02% 509
2023
Q1 		$399K Buy
2,507
+50
+2% +$7.68K 0.02% 539
2022
Q4 		$334K Sell
2,457
-69
-3% -$9.66K 0.02% 438
2022
Q3 		$292K Sell
2,526
-121
-5% -$16.5K 0.02% 448
2022
Q2 		$321K Sell
2,647
-2,618
-50% -$329K 0.01% 613
2022
Q1 		$749K Sell
5,265
-96,253
-95% -$13.7M 0.02% 463
2021
Q4 		$17.9M Buy
101,518
+1,505
+2% +$251K 0.4% 61
2021
Q3 		$15.5M Sell
100,013
-324
-0.3% -$47.1K 0.41% 61
2021
Q2 		$13.5M Sell
100,337
-754
-0.7% -$101K 0.37% 69
2021
Q1 		$13.3M Buy
+101,091
New +$13.3M 0.35% 72

Other funds holding NOVT

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return