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True Wealth Design’s Novanta NOVT Stock Holding History

True Wealth Design’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
Q3 		$143 Hold
1
– – ﹤0.01% 2399
2026
Q2 		$163 Sell
1
-23
-96% -$3.33K ﹤0.01% 2484
2026
Q1 		$2.83K Buy
+24
New +$3.15K ﹤0.01% 1406
2025
Q3 		– Sell
-1
Closed -$129 – 2825
2025
Q2 		$129 Buy
+1
New +$122 ﹤0.01% 2182

Other funds holding NOVT

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

True Wealth Design's NOVT Position: Q3 2026 in Review

True Wealth Design held its Novanta (NOVT) position steady in Q3 2026 at 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

True Wealth Design first reported a position in NOVT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.83K in Q1 2026. 23 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

  • True Wealth Design held 1 share of Novanta worth $143 as of Q3 2026.
  • True Wealth Design left its Novanta share count unchanged in Q3 2026.
  • Novanta made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2399 holding.
  • True Wealth Design first reported a position in Novanta in Q2 2025 and has held it in 4 quarters since.
  • True Wealth Design's Novanta position peaked at $2.83K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.