Clayton Financial Group’s Novanta NOVT Stock Holding History

Clayton 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 Q4	–	Sell	-14	Closed	-$1.4K	–	646
2025 Q3	$1.4K	Buy	+14	New	+$1.67K	﹤0.01%	265

Other funds holding NOVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clayton Financial Group's NOVT Position: Q4 2025 in Review

Clayton Financial Group sold out of Novanta (NOVT) in Q4 2025, closing a stake of 14 shares — an estimated $1.4K sold.

Clayton Financial Group first reported a position in NOVT in Q3 2025 and held it in 1 quarter. The position peaked at $1.4K in Q3 2025. 328 funds tracked by Wall St. Rank hold NOVT as of Q4 2025.

Clayton Financial Group reported no remaining Novanta position as of Q4 2025 after selling out during the quarter.
Clayton Financial Group sold 14 Novanta shares in Q4 2025, an estimated $1.4K.
Clayton Financial Group first reported a position in Novanta in Q3 2025 and held it in 1 quarter.
Clayton Financial Group's Novanta position peaked at $1.4K in Q3 2025.
328 funds tracked by Wall St. Rank held Novanta as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.