IA
NOVT icon

IFP Advisors’s Novanta NOVT Stock Holding History

IFP 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
2026
Q2 		$4.87K Sell
30
-9
-23% -$1.3K ﹤0.01% 3809
2026
Q1 		$4.61K Buy
39
+5
+15% +$656 ﹤0.01% 3576
2025
Q4 		$4.05K Buy
34
+2
+6% +$228 ﹤0.01% 3517
2025
Q3 		$3.21K Buy
+32
New +$3.81K ﹤0.01% 3490
2025
Q2 		– Hold
0
– – – 3267
2025
Q1 		– Hold
0
– – – 3603
2024
Q4 		– Hold
0
– – – 3566
2024
Q3 		– Sell
-4
Closed -$652 – 3400
2024
Q2 		$652 Hold
4
– – ﹤0.01% 3060
2024
Q1 		$699 Buy
+4
New +$656 ﹤0.01% 2929
2023
Q1 		– Sell
-43
Closed -$18K – 4075
2022
Q4 		$18K Sell
43
-1
-2% -$140 ﹤0.01% 2980
2022
Q3 		$18K Hold
44
– – ﹤0.01% 3194
2022
Q2 		$18K Hold
44
– – ﹤0.01% 2950
2022
Q1 		$18K Buy
+44
New +$6.24K ﹤0.01% 2950
2020
Q1 		– Sell
-21
Closed -$1.88K – 2914
2019
Q4 		$2K Buy
+21
New +$1.81K ﹤0.01% 2532
2018
Q4 		– Sell
-100
Closed -$7K – 3755
2018
Q3 		$7K Hold
100
– – ﹤0.01% 3057
2018
Q2 		$6K Hold
100
– – ﹤0.01% 3171
2018
Q1 		$5K Hold
100
– – ﹤0.01% 3182
2017
Q4 		$5K Buy
+100
New +$4.87K ﹤0.01% 3229

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

IFP Advisors's NOVT Position: Q2 2026 in Review

IFP Advisors reduced its Novanta (NOVT) stake by 23% in Q2 2026, selling an estimated $1.3K and leaving 30 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3809.

IFP Advisors first reported a position in NOVT in Q4 2017 and has held it in 15 quarters since. The position peaked at $18K in Q4 2022. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • IFP Advisors held 30 shares of Novanta worth $4.87K as of Q2 2026.
  • IFP Advisors sold 9 Novanta shares in Q2 2026, an estimated $1.3K.
  • Novanta made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3809 holding.
  • IFP Advisors first reported a position in Novanta in Q4 2017 and has held it in 15 quarters since.
  • IFP Advisors's Novanta position peaked at $18K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.