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Congress Wealth Management’s Novanta NOVT Stock Holding History

Congress Wealth 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
2024
Q4 		– Sell
-1,478
Closed -$264K – 907
2024
Q3 		$264K Buy
+1,478
New +$257K ﹤0.01% 766
2023
Q2 		– Sell
-2,492
Closed -$396K – 567
2023
Q1 		$396K Sell
2,492
-4,969
-67% -$763K 0.01% 445
2022
Q4 		$1.01M Sell
7,461
-27,153
-78% -$3.8M 0.03% 333
2022
Q3 		$4M Buy
34,614
+247
+0.7% +$33.7K 0.11% 197
2022
Q2 		$4.17M Sell
34,367
-872
-2% -$110K 0.11% 202
2022
Q1 		$5.01M Buy
35,239
+1,814
+5% +$257K 0.11% 207
2021
Q4 		$5.89M Buy
+33,425
New +$5.58M 0.12% 200

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Congress Wealth Management's NOVT Position: Q4 2024 in Review

Congress Wealth Management sold out of Novanta (NOVT) in Q4 2024, closing a stake of 1,478 shares — an estimated $264K sold.

Congress Wealth Management first reported a position in NOVT in Q4 2021 and held it in 7 quarters. The position peaked at $5.89M in Q4 2021. 303 funds tracked by Wall St. Rank hold NOVT as of Q4 2024.

  • Congress Wealth Management reported no remaining Novanta position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 1,478 Novanta shares in Q4 2024, an estimated $264K.
  • Congress Wealth Management first reported a position in Novanta in Q4 2021 and held it in 7 quarters.
  • Congress Wealth Management's Novanta position peaked at $5.89M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held Novanta as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.