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Twin Peaks Wealth Advisors’s Novanta NOVT Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-10
Closed -$1.18K – 1512
2026
Q1 		$1.18K Buy
+10
New +$1.31K ﹤0.01% 1861
2025
Q3 		– Sell
-20
Closed -$2.42K – 1434
2025
Q2 		$2.42K Buy
+20
New +$2.43K ﹤0.01% 1566

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

Twin Peaks Wealth Advisors's NOVT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Novanta (NOVT) in Q2 2026, closing a stake of 10 shares — an estimated $1.18K sold.

Twin Peaks Wealth Advisors first reported a position in NOVT in Q2 2025 and held it in 2 quarters. The position peaked at $2.42K in Q2 2025. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Novanta position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 10 Novanta shares in Q2 2026, an estimated $1.18K.
  • Twin Peaks Wealth Advisors first reported a position in Novanta in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Novanta position peaked at $2.42K in Q2 2025.
  • 391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.