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Herald Investment Management’s Novanta NOVT Stock Holding History

Herald Investment 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
Q2 		$4.67M Hold
28,780
– – 0.63% 53
2026
Q1 		$3.4M Sell
28,780
-6,220
-18% -$816K 0.47% 58
2025
Q4 		$4.16M Buy
35,000
+10,000
+40% +$1.14M 0.54% 56
2025
Q3 		$2.5M Buy
+25,000
New +$2.98M 0.33% 72

Other funds holding NOVT

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Herald Investment Management's NOVT Position: Q2 2026 in Review

Herald Investment Management held its Novanta (NOVT) position steady in Q2 2026 at 28,780 shares worth $4.67M. The position accounts for 0.63% of the portfolio, ranked #53.

Herald Investment Management first reported a position in NOVT in Q3 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Herald Investment Management held 28,780 shares of Novanta worth $4.67M as of Q2 2026.
  • Herald Investment Management left its Novanta share count unchanged in Q2 2026.
  • Novanta made up 0.63% of Herald Investment Management's portfolio in Q2 2026, its #53 holding.
  • Herald Investment Management first reported a position in Novanta in Q3 2025 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.