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Clearstead Advisors’s Novanta NOVT Stock Holding History

Clearstead 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 		$1.18K Sell
10
-100
-91% -$13.1K ﹤0.01% 2009
2025
Q4 		$13.1K Buy
110
+80
+267% +$9.11K ﹤0.01% 1825
2025
Q3 		$3K Sell
30
-122
-80% -$14.5K ﹤0.01% 2335
2025
Q2 		$19.6K Buy
152
+31
+26% +$3.77K ﹤0.01% 1631
2025
Q1 		$15.5K Buy
121
+9
+8% +$1.29K ﹤0.01% 1487
2024
Q4 		$17.1K Hold
112
– – ﹤0.01% 1434
2024
Q3 		$20K Hold
112
– – ﹤0.01% 1415
2024
Q2 		$18.3K Buy
+112
New +$18.2K ﹤0.01% 1404
2022
Q2 		– Sell
-31
Closed -$4K – 1387
2022
Q1 		$4K Buy
+31
New +$4.4K ﹤0.01% 1112
2021
Q4 		– Sell
-166
Closed -$26K – 1384
2021
Q3 		$26K Buy
+166
New +$24.1K ﹤0.01% 733

Other funds holding NOVT

BlackRock
BlackRock New York $5.7T 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