Allworth Financial’s Novanta NOVT Stock Holding History

Allworth Financial’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 Q1	$50K	Buy	423 +24	+6%	+$3.15K	﹤0.01%	2331
2025 Q4	$47.5K	Buy	399 +362	+978%	+$41.2K	﹤0.01%	2234
2025 Q3	$3.71K	Buy	37 +2	+6%	+$238	﹤0.01%	3711
2025 Q2	$4.51K	Buy	35 +23	+192%	+$2.8K	﹤0.01%	3317
2025 Q1	$1.45K	Sell	12 -43	-78%	-$6.18K	﹤0.01%	3331
2024 Q4	$8.3K	Buy	55 +3	+6%	+$508	﹤0.01%	2518
2024 Q3	$9.3K	Sell	52 -4	-7%	-$695	﹤0.01%	2293
2024 Q2	$9.66K	Sell	56 -2	-3%	-$324	﹤0.01%	2231
2024 Q1	$10.1K	Buy	58 +11	+23%	+$1.8K	﹤0.01%	2107
2023 Q4	$7.92K	Buy	47 +31	+194%	+$4.52K	﹤0.01%	2078
2023 Q3	$2.3K	Buy	+16	New	+$2.61K	﹤0.01%	2474
2022 Q3	–	Sell	-4	Closed	–	–	2952
2022 Q2	$0	Buy	+4	New	+$503	﹤0.01%	2658

Other funds holding NOVT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return