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Callan Family Office’s Novanta NOVT Stock Holding History

Callan Family Office’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 		$947K Buy
8,018
+1,638
+26% +$215K 0.02% 576
2025
Q4 		$759K Buy
6,380
+2,538
+66% +$289K 0.02% 630
2025
Q3 		$385K Sell
3,842
-1,275
-25% -$152K 0.01% 622
2025
Q2 		$660K Buy
5,117
+2,031
+66% +$247K 0.02% 500
2025
Q1 		$395K Buy
3,086
+41
+1% +$5.89K 0.03% 376
2024
Q4 		$465K Buy
+3,045
New +$516K 0.03% 382

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Callan Family Office's NOVT Position: Q1 2026 in Review

Callan Family Office increased its Novanta (NOVT) stake by 26% in Q1 2026, buying an estimated $215K and bringing the position to 8,018 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #576.

Callan Family Office first reported a position in NOVT in Q4 2024 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Callan Family Office held 8,018 shares of Novanta worth $947K as of Q1 2026.
  • Callan Family Office bought 1,638 Novanta shares in Q1 2026, an estimated $215K.
  • Novanta made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #576 holding.
  • Callan Family Office first reported a position in Novanta in Q4 2024 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.