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Congress Asset Management’s Novanta NOVT Stock Holding History

Congress Asset Management’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
Q3 		$139M Buy
979,842
+6,075
+0.6% +$900K 0.9% 26
2026
Q2 		$158M Buy
973,767
+64,057
+7% +$9.26M 0.97% 26
2026
Q1 		$107M Buy
909,710
+297,732
+49% +$39.1M 0.77% 34
2025
Q4 		$72.8M Buy
611,978
+21,331
+4% +$2.43M 0.51% 73
2025
Q3 		$59.2M Buy
+590,647
New +$70.3M 0.39% 99
2023
Q2 		– Sell
-2,815
Closed -$448K – 383
2023
Q1 		$448K Sell
2,815
-9,038
-76% -$1.39M ﹤0.01% 336
2022
Q4 		$1.61M Sell
11,853
-109,649
-90% -$15.3M 0.02% 292
2022
Q3 		$14.1M Buy
121,502
+9,187
+8% +$1.25M 0.15% 117
2022
Q2 		$13.6M Sell
112,315
-1,658
-1% -$209K 0.13% 121
2022
Q1 		$16.2M Buy
113,973
+25,636
+29% +$3.64M 0.14% 108
2021
Q4 		$15.6M Buy
88,337
+11,671
+15% +$1.95M 0.12% 109
2021
Q3 		$11.8M Buy
76,666
+3,025
+4% +$440K 0.09% 135
2021
Q2 		$9.92M Buy
73,641
+8,781
+14% +$1.18M 0.08% 146
2021
Q1 		$8.55M Buy
64,860
+7,888
+14% +$1.04M 0.08% 150
2020
Q4 		$6.74M Buy
56,972
+517
+0.9% +$60.3K 0.06% 156
2020
Q3 		$5.95M Sell
56,455
-9,526
-14% -$1.01M 0.06% 153
2020
Q2 		$7.04M Sell
65,981
-117
-0.2% -$10.9K 0.08% 129
2020
Q1 		$5.28M Buy
66,098
+2,181
+3% +$195K 0.08% 135
2019
Q4 		$5.65M Buy
63,917
+1,241
+2% +$107K 0.07% 160
2019
Q3 		$5.12M Buy
62,676
+17,195
+38% +$1.4M 0.07% 165
2019
Q2 		$4.29M Buy
45,481
+1,298
+3% +$111K 0.05% 208
2019
Q1 		$3.74M Buy
44,183
+6,937
+19% +$521K 0.05% 215
2018
Q4 		$2.35M Buy
+37,246
New +$2.4M 0.04% 257

Other funds holding NOVT

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Congress Asset Management's NOVT Position: Q3 2026 in Review

Congress Asset Management increased its Novanta (NOVT) stake by 0.62% in Q3 2026, buying an estimated $900K and bringing the position to 979,842 shares worth $139M. The position accounts for 0.9% of the portfolio, ranked #26.

Congress Asset Management first reported a position in NOVT in Q4 2018 and has held it in 23 quarters since. The position peaked at $158M in Q2 2026. 19 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

  • Congress Asset Management held 979,842 shares of Novanta worth $139M as of Q3 2026.
  • Congress Asset Management bought 6,075 Novanta shares in Q3 2026, an estimated $900K.
  • Novanta made up 0.9% of Congress Asset Management's portfolio in Q3 2026, its #26 holding.
  • Congress Asset Management first reported a position in Novanta in Q4 2018 and has held it in 23 quarters since.
  • Congress Asset Management's Novanta position peaked at $158M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.