Institute for Wealth Management’s Novanta NOVT Stock Holding History

Institute for Wealth 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
2025 Q3	–	Sell	-1,564	Closed	-$202K	–	593
2025 Q2	$202K	Sell	1,564 -274	-15%	-$33.3K	0.02%	541
2025 Q1	$235K	Sell	1,838 -52	-3%	-$7.47K	0.03%	474
2024 Q4	$289K	Sell	1,890 -28	-1%	-$4.74K	0.04%	406
2024 Q3	$343K	Hold	1,918	–	–	0.04%	381
2024 Q2	$313K	Sell	1,918 -20	-1%	-$3.25K	0.04%	382
2024 Q1	$339K	Hold	1,938	–	–	0.04%	362
2023 Q4	$326K	Hold	1,938	–	–	0.05%	354
2023 Q3	$278K	Hold	1,938	–	–	0.05%	367
2023 Q2	$357K	Hold	1,938	–	–	0.06%	325
2023 Q1	$308K	Hold	1,938	–	–	0.06%	343
2022 Q4	$263K	Sell	1,938 -60	-3%	-$8.4K	0.06%	376
2022 Q3	$231K	Hold	1,998	–	–	0.05%	390
2022 Q2	$242K	Hold	1,998	–	–	0.05%	447
2022 Q1	$284K	Hold	1,998	–	–	0.05%	438
2021 Q4	$352K	Hold	1,998	–	–	0.06%	339
2021 Q3	$309K	Hold	1,998	–	–	0.05%	369
2021 Q2	$269K	Hold	1,998	–	–	0.05%	395
2021 Q1	$264K	Hold	1,998	–	–	0.05%	384
2020 Q4	$236K	Hold	1,998	–	–	0.05%	396
2020 Q3	$210K	Sell	1,998 -104	-5%	-$11K	0.05%	390
2020 Q2	$224K	Buy	+2,102	New	+$195K	0.05%	376
2019 Q3	–	Sell	-2,234	Closed	-$211K	–	458
2019 Q2	$211K	Buy	+2,234	New	+$191K	0.05%	425

Other funds holding NOVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Institute for Wealth Management's NOVT Position: Q3 2025 in Review

Institute for Wealth Management sold out of Novanta (NOVT) in Q3 2025, closing a stake of 1,564 shares — an estimated $202K sold.

Institute for Wealth Management first reported a position in NOVT in Q2 2019 and held it in 22 quarters. The position peaked at $357K in Q2 2023. 318 funds tracked by Wall St. Rank hold NOVT as of Q3 2025.

Institute for Wealth Management reported no remaining Novanta position as of Q3 2025 after selling out during the quarter.
Institute for Wealth Management sold 1,564 Novanta shares in Q3 2025, an estimated $202K.
Institute for Wealth Management first reported a position in Novanta in Q2 2019 and held it in 22 quarters.
Institute for Wealth Management's Novanta position peaked at $357K in Q2 2023.
318 funds tracked by Wall St. Rank held Novanta as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.