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NOVT icon

Forte Capital’s Novanta NOVT Stock Holding History

Forte Capital’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
Q1 		– Sell
-1,525
Closed -$233K – 240
2024
Q4 		$233K Sell
1,525
-80
-5% -$13.5K 0.03% 222
2024
Q3 		$287K Sell
1,605
-25
-2% -$4.34K 0.03% 208
2024
Q2 		$266K Sell
1,630
-70
-4% -$11.4K 0.03% 204
2024
Q1 		$297K Sell
1,700
-10
-0.6% -$1.64K 0.04% 192
2023
Q4 		$288K Sell
1,710
-10
-0.6% -$1.46K 0.04% 192
2023
Q3 		$247K Sell
1,720
-90
-5% -$14.7K 0.04% 190
2023
Q2 		$333K Hold
1,810
– – 0.05% 164
2023
Q1 		$288K Sell
1,810
-5
-0.3% -$768 0.04% 177
2022
Q4 		$247K Hold
1,815
– – 0.04% 182
2022
Q3 		$210K Sell
1,815
-105
-5% -$14.3K 0.04% 180
2022
Q2 		$233K Sell
1,920
-245
-11% -$30.8K 0.04% 182
2022
Q1 		$382K Hold
2,165
– – 0.05% 166
2021
Q4 		$382K Sell
2,165
-50
-2% -$8.35K 0.05% 166
2021
Q3 		$342K Sell
2,215
-15
-0.7% -$2.18K 0.05% 171
2021
Q2 		$301K Sell
2,230
-50
-2% -$6.73K 0.04% 181
2021
Q1 		$301K Sell
2,280
-80
-3% -$10.5K 0.05% 172
2020
Q4 		$279K Sell
2,360
-110
-4% -$12.8K 0.04% 167
2020
Q3 		$260K Sell
2,470
-20
-0.8% -$2.11K 0.05% 162
2020
Q2 		$266K Buy
+2,490
New +$231K 0.06% 151
2018
Q1 		– Sell
-4,844
Closed -$242K – 132
2017
Q4 		$242K Sell
4,844
-100
-2% -$4.87K 0.07% 148
2017
Q3 		$216K Buy
+4,944
New +$192K 0.07% 156

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forte Capital's NOVT Position: Q1 2025 in Review

Forte Capital sold out of Novanta (NOVT) in Q1 2025, closing a stake of 1,525 shares — an estimated $233K sold.

Forte Capital first reported a position in NOVT in Q3 2017 and held it in 21 quarters. The position peaked at $382K in Q1 2022. 324 funds tracked by Wall St. Rank hold NOVT as of Q1 2025.

  • Forte Capital reported no remaining Novanta position as of Q1 2025 after selling out during the quarter.
  • Forte Capital sold 1,525 Novanta shares in Q1 2025, an estimated $233K.
  • Forte Capital first reported a position in Novanta in Q3 2017 and held it in 21 quarters.
  • Forte Capital's Novanta position peaked at $382K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Novanta as of Q1 2025.

Based on Forte Capital's 13F filing for Q1 2025, filed 2 May 2025.