Bell Investment Advisors’s Novanta NOVT Stock Holding History

Bell Investment Advisors’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	$4.02K	Sell	34 -36	-51%	-$4.72K	﹤0.01%	1060
2025 Q4	$8.33K	Buy	70 +57	+438%	+$6.49K	﹤0.01%	762
2025 Q3	$1.3K	Hold	13	–	–	﹤0.01%	1482
2025 Q2	$1.68K	Sell	13 -20	-61%	-$2.43K	﹤0.01%	1417
2025 Q1	$4.22K	Sell	33 -24	-42%	-$3.45K	﹤0.01%	993
2024 Q4	$8.71K	Sell	57 -6	-10%	-$1.02K	﹤0.01%	663
2024 Q3	$11.3K	Hold	63	–	–	﹤0.01%	573
2024 Q2	$10.3K	Buy	63 +11	+21%	+$1.78K	﹤0.01%	598
2024 Q1	$9.09K	Buy	52 +30	+136%	+$4.92K	﹤0.01%	632
2023 Q4	$3.71K	Buy	22 +4	+22%	+$583	﹤0.01%	1038
2023 Q3	$2.58K	Sell	18 -4	-18%	-$652	﹤0.01%	1160
2023 Q2	$4.05K	Buy	22 +10	+83%	+$1.64K	﹤0.01%	927
2023 Q1	$1.91K	Hold	12	–	–	﹤0.01%	1293
2022 Q4	$1.63K	Buy	12 +4	+50%	+$560	﹤0.01%	1389
2022 Q3	$1K	Buy	8 +4	+100%	+$545	﹤0.01%	1497
2022 Q2	$0	Buy	+4	New	+$503	﹤0.01%	1794
2021 Q4	$2K	Buy	10 +6	+150%	+$1K	﹤0.01%	1187
2021 Q3	$1K	Buy	+4	New	+$582	﹤0.01%	1483

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