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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

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

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

Spire Wealth Management increased its Novanta (NOVT) stake by 0.13% in Q2 2026, buying an estimated $145 and bringing the position to 766 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Spire Wealth Management first reported a position in NOVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.9M in Q4 2021. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Spire Wealth Management held 766 shares of Novanta worth $124K as of Q2 2026.
  • Spire Wealth Management bought 1 Novanta share in Q2 2026, an estimated $145.
  • Novanta made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #920 holding.
  • Spire Wealth Management first reported a position in Novanta in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Novanta position peaked at $17.9M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.