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

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 66 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.
  • 66 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.