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Creative Financial Designs’s Novanta NOVT Stock Holding History

Creative Financial Designs’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
Q2 		– Sell
-4
Closed -$511 – 2122
2025
Q1 		$511 Buy
+4
New +$575 ﹤0.01% 1910

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 $4.6B AUM 16.08% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Creative Financial Designs's NOVT Position: Q2 2025 in Review

Creative Financial Designs sold out of Novanta (NOVT) in Q2 2025, closing a stake of 4 shares — an estimated $511 sold.

Creative Financial Designs first reported a position in NOVT in Q1 2025 and held it in 1 quarter. The position peaked at $511 in Q1 2025. 326 funds tracked by Wall St. Rank hold NOVT as of Q2 2025.

  • Creative Financial Designs reported no remaining Novanta position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 4 Novanta shares in Q2 2025, an estimated $511.
  • Creative Financial Designs first reported a position in Novanta in Q1 2025 and held it in 1 quarter.
  • Creative Financial Designs's Novanta position peaked at $511 in Q1 2025.
  • 326 funds tracked by Wall St. Rank held Novanta as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.