Creative Planning
NOVT icon

Creative Planning’s Novanta NOVT Stock Holding History

Creative Planning’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 		$3.55M Buy
30,046
+8,522
+40% +$1.12M ﹤0.01% 1433
2025
Q4 		$2.56M Buy
21,524
+9,580
+80% +$1.09M ﹤0.01% 1509
2025
Q3 		$1.2M Sell
11,944
-5,348
-31% -$637K ﹤0.01% 1951
2025
Q2 		$2.23M Buy
17,292
+3,145
+22% +$383K ﹤0.01% 1240
2025
Q1 		$1.81M Buy
14,147
+4,738
+50% +$681K ﹤0.01% 1248
2024
Q4 		$1.44M Sell
9,409
-155
-2% -$26.2K ﹤0.01% 1367
2024
Q3 		$1.71M Buy
9,564
+2,392
+33% +$416K ﹤0.01% 1167
2024
Q2 		$1.17M Buy
7,172
+186
+3% +$30.2K ﹤0.01% 1294
2024
Q1 		$1.22M Buy
6,986
+3,404
+95% +$558K ﹤0.01% 1209
2023
Q4 		$603K Buy
3,582
+939
+36% +$137K ﹤0.01% 1573
2023
Q3 		$379K Buy
2,643
+186
+8% +$30.3K ﹤0.01% 1763
2023
Q2 		$452K Buy
2,457
+1,097
+81% +$179K ﹤0.01% 1620
2023
Q1 		$216K Buy
+1,360
New +$209K ﹤0.01% 2068
2019
Q3 		– Sell
-11,970
Closed -$1.13M – 2069
2019
Q2 		$1.13M Buy
11,970
+2,270
+23% +$194K ﹤0.01% 716
2019
Q1 		$822K Hold
9,700
– – ﹤0.01% 803
2018
Q4 		$611K Sell
9,700
-15
-0.2% -$967 ﹤0.01% 864
2018
Q3 		$665K Buy
9,715
+15
+0.2% +$1.05K ﹤0.01% 933
2018
Q2 		$604K Sell
9,700
-17
-0.2% -$1.04K ﹤0.01% 971
2018
Q1 		$507K Buy
+9,717
New +$532K ﹤0.01% 1079

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T 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

Creative Planning's NOVT Position: Q1 2026 in Review

Creative Planning increased its Novanta (NOVT) stake by 40% in Q1 2026, buying an estimated $1.12M and bringing the position to 30,046 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Creative Planning first reported a position in NOVT in Q1 2018 and has held it in 19 quarters since. 329 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Creative Planning held 30,046 shares of Novanta worth $3.55M as of Q1 2026.
  • Creative Planning bought 8,522 Novanta shares in Q1 2026, an estimated $1.12M.
  • Novanta made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1433 holding.
  • Creative Planning first reported a position in Novanta in Q1 2018 and has held it in 19 quarters since.
  • 329 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.