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Avantax Advisory Services’s Novanta NOVT Stock Holding History

Avantax 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
2025
Q2 		$1.07M Buy
8,315
+48
+0.6% +$5.84K 0.01% 1125
2025
Q1 		$1.06M Buy
8,267
+854
+12% +$123K 0.01% 1054
2024
Q4 		$1.13M Sell
7,413
-20
-0.3% -$3.39K 0.01% 983
2024
Q3 		$1.33M Buy
7,433
+277
+4% +$48.1K 0.01% 873
2024
Q2 		$1.17M Buy
+7,156
New +$1.16M 0.01% 903

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Avantax Advisory Services's NOVT Position: Q2 2025 in Review

Avantax Advisory Services increased its Novanta (NOVT) stake by 0.58% in Q2 2025, buying an estimated $5.84K and bringing the position to 8,315 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1125.

Avantax Advisory Services first reported a position in NOVT in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.33M in Q3 2024. 326 funds tracked by Wall St. Rank hold NOVT as of Q2 2025.

  • Avantax Advisory Services held 8,315 shares of Novanta worth $1.07M as of Q2 2025.
  • Avantax Advisory Services bought 48 Novanta shares in Q2 2025, an estimated $5.84K.
  • Novanta made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1125 holding.
  • Avantax Advisory Services first reported a position in Novanta in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Novanta position peaked at $1.33M in Q3 2024.
  • 326 funds tracked by Wall St. Rank held Novanta as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.