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HHM Wealth Advisors’s Novanta NOVT Stock Holding History

HHM Wealth Advisors’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
-3
Closed -$459 – 1005
2024
Q4 		$459 Buy
+3
New +$508 ﹤0.01% 927

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

HHM Wealth Advisors's NOVT Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Novanta (NOVT) in Q1 2025, closing a stake of 3 shares — an estimated $459 sold.

HHM Wealth Advisors first reported a position in NOVT in Q4 2024 and held it in 1 quarter. The position peaked at $459 in Q4 2024. 324 funds tracked by Wall St. Rank hold NOVT as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Novanta position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 3 Novanta shares in Q1 2025, an estimated $459.
  • HHM Wealth Advisors first reported a position in Novanta in Q4 2024 and held it in 1 quarter.
  • HHM Wealth Advisors's Novanta position peaked at $459 in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Novanta as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.