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Dakota Wealth Management’s Novanta NOVT Stock Holding History

Dakota 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
2026
Q1 		– Sell
-1,705
Closed -$203K – 821
2025
Q4 		$203K Buy
+1,705
New +$194K ﹤0.01% 749

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Dakota Wealth Management's NOVT Position: Q1 2026 in Review

Dakota Wealth Management sold out of Novanta (NOVT) in Q1 2026, closing a stake of 1,705 shares — an estimated $203K sold.

Dakota Wealth Management first reported a position in NOVT in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 331 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Dakota Wealth Management reported no remaining Novanta position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 1,705 Novanta shares in Q1 2026, an estimated $203K.
  • Dakota Wealth Management first reported a position in Novanta in Q4 2025 and held it in 1 quarter.
  • Dakota Wealth Management's Novanta position peaked at $203K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.