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Strategic Wealth Partners’s Novanta NOVT Stock Holding History

Strategic Wealth Partners’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 		$32.1K Hold
198
– – ﹤0.01% 633
2026
Q1 		$23.4K Hold
198
– – ﹤0.01% 668
2025
Q4 		$23.6K Hold
198
– – ﹤0.01% 661
2025
Q3 		$19.8K Hold
198
– – ﹤0.01% 733
2025
Q2 		$25.5K Buy
+198
New +$24.1K ﹤0.01% 607

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

Strategic Wealth Partners's NOVT Position: Q2 2026 in Review

Strategic Wealth Partners held its Novanta (NOVT) position steady in Q2 2026 at 198 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Strategic Wealth Partners first reported a position in NOVT in Q2 2025 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Strategic Wealth Partners held 198 shares of Novanta worth $32.1K as of Q2 2026.
  • Strategic Wealth Partners left its Novanta share count unchanged in Q2 2026.
  • Novanta made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #633 holding.
  • Strategic Wealth Partners first reported a position in Novanta in Q2 2025 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.