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Summit Securities Group’s Novanta NOVT Stock Holding History

Summit Securities Group’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 		$17.8K Buy
+110
New +$15.9K ﹤0.01% 738
2025
Q2 		– Sell
-486
Closed -$62.1K – 1312
2025
Q1 		$62.1K Buy
+486
New +$69.9K 0.01% 306

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

Summit Securities Group's NOVT Position: Q2 2026 in Review

Summit Securities Group opened a new position in Novanta (NOVT) in Q2 2026: 110 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in NOVT as recently as Q1 2025.

Summit Securities Group first reported a position in NOVT in Q1 2025 and has held it in 2 quarters since. The position peaked at $62.1K in Q1 2025. 390 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Summit Securities Group held 110 shares of Novanta worth $17.8K as of Q2 2026.
  • Novanta was a new Summit Securities Group position in Q2 2026.
  • Novanta made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #738 holding.
  • Summit Securities Group first reported a position in Novanta in Q1 2025 and has held it in 2 quarters since.
  • Summit Securities Group's Novanta position peaked at $62.1K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.