Position in NOVT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$223,728
+$22,082 QoQ
Shares Held
1,379
-11.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#307
of 401 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOVT Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,297,779 across 11 Scientific & Technical Instruments names. NOVT ranks #1 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOVT |
Novanta Inc
This page
|
1,379 | $223,728 | |
| 2 | MKSI |
Mks Inc
|
501 | $222,844 | |
| 3 | CGNX |
Cognex Corp
|
2,988 | $216,390 | |
| 4 | KEYS |
Keysight Technologies, Inc.
|
446 | $156,131 | |
| 5 | TDY |
Teledyne Technologies Inc
|
222 | $148,051 | |
| 6 | BMI |
Badger Meter Inc
|
969 | $143,780 | |
| 7 | FTV |
Fortive Corp
|
1,733 | $105,868 | |
| 8 | GRMN |
Garmin Ltd
|
283 | $67,223 |
All Filings in NOVT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,728 | 1,379 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $201,646 | 1,564 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $235,025 | 1,838 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $288,735 | 1,890 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $343,168 | 1,918 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $312,844 | 1,918 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $338,704 | 1,938 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $326,378 | 1,938 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $277,986 | 1,938 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $356,785 | 1,938 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $308,316 | 1,938 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $263,316 | 1,938 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $231,068 | 1,998 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $242,297 | 1,998 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $284,295 | 1,998 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $352,307 | 1,998 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $308,691 | 1,998 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $269,250 | 1,998 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $263,516 | 1,998 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $236,203 | 1,998 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $210,469 | 1,998 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $224,430 | 2,102 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||