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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
Q2 		$727K Sell
4,482
-3,536
-44% -$511K 0.01% 691
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Callan Family Office's NOVT Position: Q2 2026 in Review

Callan Family Office reduced its Novanta (NOVT) stake by 44% in Q2 2026, selling an estimated $511K and leaving 4,482 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #691.

Callan Family Office first reported a position in NOVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $947K in Q1 2026. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Callan Family Office held 4,482 shares of Novanta worth $727K as of Q2 2026.
  • Callan Family Office sold 3,536 Novanta shares in Q2 2026, an estimated $511K.
  • Novanta made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #691 holding.
  • Callan Family Office first reported a position in Novanta in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Novanta position peaked at $947K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.