Superior Planning, LLC’s Novanta NOVT Stock Holding History

Superior Planning, LLC’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	$12.1K	Buy	+85	New	+$12.6K	0.01%	864

Other funds holding NOVT

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Superior Planning, LLC's NOVT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Novanta (NOVT) in Q3 2026: 85 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #864 among its holdings.

248 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

Superior Planning, LLC held 85 shares of Novanta worth $12.1K as of Q3 2026.
Novanta was a new Superior Planning, LLC position in Q3 2026.
Novanta made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #864 holding.
248 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.