IAA
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Independent Advisor Alliance’s Novanta NOVT Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-2,007
Closed -$259K – 968
2025
Q2 		$259K Sell
2,007
-984
-33% -$120K 0.01% 762
2025
Q1 		$382K Sell
2,991
-707
-19% -$102K 0.01% 587
2024
Q4 		$565K Sell
3,698
-27
-0.7% -$4.57K 0.01% 922
2024
Q3 		$666K Sell
3,725
-90
-2% -$15.6K 0.02% 400
2024
Q2 		$622K Sell
3,815
-35
-0.9% -$5.68K 0.02% 411
2024
Q1 		$673K Sell
3,850
-53
-1% -$8.69K 0.02% 393
2023
Q4 		$657K Sell
3,903
-41
-1% -$5.98K 0.02% 378
2023
Q3 		$566K Buy
3,944
+170
+5% +$27.7K 0.03% 389
2023
Q2 		$695K Buy
3,774
+193
+5% +$31.6K 0.03% 358
2023
Q1 		$570K Buy
+3,581
New +$550K 0.03% 395
2022
Q4 		– Sell
-3,773
Closed -$436K – 557
2022
Q3 		$436K Sell
3,773
-232
-6% -$31.6K 0.03% 405
2022
Q2 		$486K Sell
4,005
-182
-4% -$22.9K 0.03% 375
2022
Q1 		$596K Sell
4,187
-1
-0% -$142 0.03% 357
2021
Q4 		$738K Buy
4,188
+474
+13% +$79.2K 0.04% 320
2021
Q3 		$574K Buy
3,714
+94
+3% +$13.7K 0.03% 347
2021
Q2 		$488K Buy
3,620
+361
+11% +$48.6K 0.03% 397
2021
Q1 		$430K Buy
3,259
+378
+13% +$49.7K 0.03% 406
2020
Q4 		$341K Buy
2,881
+454
+19% +$53K 0.02% 416
2020
Q3 		$256K Buy
+2,427
New +$257K 0.02% 413

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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Independent Advisor Alliance's NOVT Position: Q3 2025 in Review

Independent Advisor Alliance sold out of Novanta (NOVT) in Q3 2025, closing a stake of 2,007 shares — an estimated $259K sold.

Independent Advisor Alliance first reported a position in NOVT in Q3 2020 and held it in 19 quarters. The position peaked at $738K in Q4 2021. 318 funds tracked by Wall St. Rank hold NOVT as of Q3 2025.

  • Independent Advisor Alliance reported no remaining Novanta position as of Q3 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,007 Novanta shares in Q3 2025, an estimated $259K.
  • Independent Advisor Alliance first reported a position in Novanta in Q3 2020 and held it in 19 quarters.
  • Independent Advisor Alliance's Novanta position peaked at $738K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Novanta as of Q3 2025.

Based on Independent Advisor Alliance's 13F filing for Q3 2025, filed 4 Nov 2025.