UBS Group
NOVTU

UBS Group’s Novanta Inc Units NOVTU Stock Holding History

UBS Group’s Portfolio NOVTU Stock Details NOVTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$765K Buy
11,349
+6,700
+144% +$419K ﹤0.01% 5943
2026
Q1 		$249K Sell
4,649
-10,051
-68% -$585K ﹤0.01% 6509
2025
Q4 		$808K Buy
+14,700
New +$775K ﹤0.01% 5754

Other funds holding NOVTU

AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

UBS Group's NOVTU Position: Q2 2026 in Review

UBS Group increased its Novanta Inc Units (NOVTU) stake by 144% in Q2 2026, buying an estimated $419K and bringing the position to 11,349 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #5943.

UBS Group first reported a position in NOVTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $808K in Q4 2025. 41 funds tracked by Wall St. Rank hold NOVTU as of Q2 2026.

  • UBS Group held 11,349 shares of Novanta Inc Units worth $765K as of Q2 2026.
  • UBS Group bought 6,700 Novanta Inc Units shares in Q2 2026, an estimated $419K.
  • Novanta Inc Units made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5943 holding.
  • UBS Group first reported a position in Novanta Inc Units in Q4 2025 and has held it in 3 quarters since.
  • UBS Group's Novanta Inc Units position peaked at $808K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Novanta Inc Units as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.