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VisionPoint Advisory Group’s Novanta NOVT Stock Holding History

VisionPoint Advisory 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
Q3 		$260K Sell
1,831
-114
-6% -$16.9K 0.04% 380
2026
Q2 		$316K Sell
1,945
-70
-3% -$10.1K 0.05% 346
2026
Q1 		$238K Buy
+2,015
New +$264K 0.04% 390

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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VisionPoint Advisory Group's NOVT Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Novanta (NOVT) stake by 5.9% in Q3 2026, selling an estimated $16.9K and leaving 1,831 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #380.

VisionPoint Advisory Group first reported a position in NOVT in Q1 2026 and has held it in 3 quarters since. The position peaked at $316K in Q2 2026. 19 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

  • VisionPoint Advisory Group held 1,831 shares of Novanta worth $260K as of Q3 2026.
  • VisionPoint Advisory Group sold 114 Novanta shares in Q3 2026, an estimated $16.9K.
  • Novanta made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #380 holding.
  • VisionPoint Advisory Group first reported a position in Novanta in Q1 2026 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's Novanta position peaked at $316K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.