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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
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

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

True Wealth Design's NOVT Position: Q2 2026 in Review

True Wealth Design reduced its Novanta (NOVT) stake by 96% in Q2 2026, selling an estimated $3.33K and leaving 1 share worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

True Wealth Design first reported a position in NOVT in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.83K in Q1 2026. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • True Wealth Design held 1 share of Novanta worth $163 as of Q2 2026.
  • True Wealth Design sold 23 Novanta shares in Q2 2026, an estimated $3.33K.
  • Novanta made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2484 holding.
  • True Wealth Design first reported a position in Novanta in Q2 2025 and has held it in 3 quarters since.
  • True Wealth Design's Novanta position peaked at $2.83K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.