JFS Wealth Advisors’s Novanta NOVT Stock Holding History

JFS 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
2026 Q2	$1.95K	Hold	12	–	–	﹤0.01%	1616
2026 Q1	$1.42K	Buy	12 +5	+71%	+$656	﹤0.01%	1592
2025 Q4	$833	Sell	7 -2	-22%	-$228	﹤0.01%	1735
2025 Q3	$902	Sell	9 -1	-10%	-$119	﹤0.01%	1651
2025 Q2	$1.29K	Sell	10 -9	-47%	-$1.09K	﹤0.01%	1510
2025 Q1	$2.43K	Sell	19 -1	-5%	-$144	﹤0.01%	1401
2024 Q4	$3.06K	Buy	20 +1	+5%	+$169	﹤0.01%	1315
2024 Q3	$3.4K	Buy	19 +1	+6%	+$174	﹤0.01%	1260
2024 Q2	$2.94K	Hold	18	–	–	﹤0.01%	1287
2024 Q1	$3.15K	Hold	18	–	–	﹤0.01%	1278
2023 Q4	$3.03K	Sell	18 -2	-10%	-$292	﹤0.01%	1256
2023 Q3	$2.87K	Buy	20 +1	+5%	+$163	﹤0.01%	1225
2023 Q2	$3.5K	Sell	19 -2	-10%	-$327	﹤0.01%	1173
2023 Q1	$3.34K	Buy	21 +1	+5%	+$154	﹤0.01%	1152
2022 Q4	$2.72K	Buy	20 +1	+5%	+$140	﹤0.01%	1248
2022 Q3	$2K	Buy	19 +11	+138%	+$1.5K	﹤0.01%	1358
2022 Q2	$1K	Sell	8 -6	-43%	-$755	﹤0.01%	1594
2022 Q1	$2K	Buy	14 +7	+100%	+$993	﹤0.01%	1458
2021 Q4	$1K	Buy	+7	New	+$1.17K	﹤0.01%	1479

Other funds holding NOVT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return