Jones Financial Companies
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Jones Financial Companies’s Novanta NOVT Stock Holding History

Jones Financial Companies’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 		$4.73M Buy
41,835
+41,748
+47,986% +$5.48M ﹤0.01% 1091
2025
Q4 		$10.4K Buy
87
+81
+1,350% +$9.22K ﹤0.01% 3202
2025
Q3 		$606 Hold
6
– – ﹤0.01% 4001
2025
Q2 		$780 Buy
+6
New +$730 ﹤0.01% 3713
2025
Q1 		– Sell
-17
Closed -$2.6K – 3808
2024
Q4 		$2.6K Hold
17
– – ﹤0.01% 2936
2024
Q3 		$3K Buy
+17
New +$2.96K ﹤0.01% 2577

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T 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 $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
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

Jones Financial Companies's NOVT Position: Q1 2026 in Review

Jones Financial Companies increased its Novanta (NOVT) stake by 47,986% in Q1 2026, buying an estimated $5.48M and bringing the position to 41,835 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Jones Financial Companies first reported a position in NOVT in Q3 2024 and has held it in 6 quarters since. 330 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Jones Financial Companies held 41,835 shares of Novanta worth $4.73M as of Q1 2026.
  • Jones Financial Companies bought 41,748 Novanta shares in Q1 2026, an estimated $5.48M.
  • Novanta made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1091 holding.
  • Jones Financial Companies first reported a position in Novanta in Q3 2024 and has held it in 6 quarters since.
  • 330 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.