JFA
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
Q2 		– Sell
-35
Closed -$4.13K – 871
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 $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

JNBA Financial Advisors's NOVT Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Novanta (NOVT) in Q2 2026, closing a stake of 35 shares — an estimated $4.13K sold.

JNBA Financial Advisors first reported a position in NOVT in Q1 2023 and held it in 6 quarters. The position peaked at $4.13K in Q1 2026. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • JNBA Financial Advisors reported no remaining Novanta position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 35 Novanta shares in Q2 2026, an estimated $4.13K.
  • JNBA Financial Advisors first reported a position in Novanta in Q1 2023 and held it in 6 quarters.
  • JNBA Financial Advisors's Novanta position peaked at $4.13K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.