Wealth Enhancement Advisory Services
NOVT icon

Wealth Enhancement Advisory Services’s Novanta NOVT Stock Holding History

Wealth Enhancement Advisory Services’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 		$384K Buy
2,449
+357
+17% +$51.6K ﹤0.01% 2955
2026
Q1 		$245K Buy
2,092
+321
+18% +$42.1K ﹤0.01% 2971
2025
Q4 		$221K Buy
+1,771
New +$202K ﹤0.01% 3192
2025
Q3 		– Sell
-1,547
Closed -$206K – 3665
2025
Q2 		$206K Buy
+1,547
New +$188K ﹤0.01% 2974

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

Wealth Enhancement Advisory Services's NOVT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Novanta (NOVT) stake by 17% in Q2 2026, buying an estimated $51.6K and bringing the position to 2,449 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Wealth Enhancement Advisory Services first reported a position in NOVT in Q2 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,449 shares of Novanta worth $384K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 357 Novanta shares in Q2 2026, an estimated $51.6K.
  • Novanta made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2955 holding.
  • Wealth Enhancement Advisory Services first reported a position in Novanta in Q2 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.