GFPC
NOVT icon

Global Financial Private Client’s Novanta NOVT Stock Holding History

Global Financial Private Client’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
-6
Closed -$767 – 1129
2025
Q1 		$767 Buy
6
+4
+200% +$575 ﹤0.01% 1138
2024
Q4 		$306 Buy
+2
New +$339 ﹤0.01% 1106

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
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

Global Financial Private Client's NOVT Position: Q2 2025 in Review

Global Financial Private Client sold out of Novanta (NOVT) in Q2 2025, closing a stake of 6 shares — an estimated $767 sold.

Global Financial Private Client first reported a position in NOVT in Q4 2024 and held it in 2 quarters. The position peaked at $767 in Q1 2025. 326 funds tracked by Wall St. Rank hold NOVT as of Q2 2025.

  • Global Financial Private Client reported no remaining Novanta position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Novanta shares in Q2 2025, an estimated $767.
  • Global Financial Private Client first reported a position in Novanta in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Novanta position peaked at $767 in Q1 2025.
  • 326 funds tracked by Wall St. Rank held Novanta as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.