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Johnson Financial Group Inc (Wisconsin)’s Novanta NOVT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-335
Closed -$42.8K – 841
2025
Q1 		$42.8K Buy
335
+9
+3% +$1.29K ﹤0.01% 638
2024
Q4 		$48.8K Buy
326
+270
+482% +$45.7K ﹤0.01% 497
2024
Q3 		$10K Buy
+56
New +$9.73K ﹤0.01% 680

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s NOVT Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Novanta (NOVT) in Q2 2025, closing a stake of 335 shares — an estimated $42.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in NOVT in Q3 2024 and held it in 3 quarters. The position peaked at $48.8K in Q4 2024. 326 funds tracked by Wall St. Rank hold NOVT as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Novanta position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 335 Novanta shares in Q2 2025, an estimated $42.8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Novanta in Q3 2024 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Novanta position peaked at $48.8K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Novanta as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.