Baird Financial Group’s Novanta NOVT Stock Holding History

Baird Financial Group’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	–	Sell	-1,868	Closed	-$239K	–	1828
2025 Q1	$239K	Sell	1,868 -75	-4%	-$10.8K	﹤0.01%	1641
2024 Q4	$297K	Hold	1,943	–	–	﹤0.01%	1563
2024 Q3	$348K	Hold	1,943	–	–	﹤0.01%	1498
2024 Q2	$317K	Hold	1,943	–	–	﹤0.01%	1542
2024 Q1	$340K	Hold	1,943	–	–	﹤0.01%	1513
2023 Q4	$327K	Sell	1,943 -124	-6%	-$18.1K	﹤0.01%	1484
2023 Q3	$296K	Buy	+2,067	New	+$337K	﹤0.01%	1506
2022 Q3	–	Sell	-3,035	Closed	-$368K	–	1795
2022 Q2	$368K	Sell	3,035 -55	-2%	-$6.92K	﹤0.01%	1467
2022 Q1	$440K	Buy	3,090 +418	+16%	+$59.3K	﹤0.01%	1466
2021 Q4	$471K	Hold	2,672	–	–	﹤0.01%	1497
2021 Q3	$413K	Buy	+2,672	New	+$389K	﹤0.01%	1547

Other funds holding NOVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCA

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

GCM

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Baird Financial Group's NOVT Position: Q2 2025 in Review

Baird Financial Group sold out of Novanta (NOVT) in Q2 2025, closing a stake of 1,868 shares — an estimated $239K sold.

Baird Financial Group first reported a position in NOVT in Q3 2021 and held it in 11 quarters. The position peaked at $471K in Q4 2021. 326 funds tracked by Wall St. Rank hold NOVT as of Q2 2025.

Baird Financial Group reported no remaining Novanta position as of Q2 2025 after selling out during the quarter.
Baird Financial Group sold 1,868 Novanta shares in Q2 2025, an estimated $239K.
Baird Financial Group first reported a position in Novanta in Q3 2021 and held it in 11 quarters.
Baird Financial Group's Novanta position peaked at $471K in Q4 2021.
326 funds tracked by Wall St. Rank held Novanta as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.