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NOVT icon

JNBA Financial Advisors’s Novanta NOVT Stock Holding History

JNBA Financial 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
Q1 		$4.13K Buy
+35
New +$4.59K ﹤0.01% 622
2024
Q2 		– Sell
-8
Closed -$1.4K – 663
2024
Q1 		$1.4K Hold
8
– – ﹤0.01% 617
2023
Q4 		$1.35K Hold
8
– – ﹤0.01% 631
2023
Q3 		$1.15K Hold
8
– – ﹤0.01% 657
2023
Q2 		$1.47K Hold
8
– – ﹤0.01% 633
2023
Q1 		$1.27K Buy
+8
New +$1.23K ﹤0.01% 647

Other funds holding NOVT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return