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Larson Financial Group’s Novanta NOVT Stock Holding History

Larson Financial Group’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 		$127K Buy
1,075
+1,045
+3,483% +$137K ﹤0.01% 886
2025
Q4 		$3.57K Sell
30
-39
-57% -$4.44K ﹤0.01% 2593
2025
Q3 		$6.91K Sell
69
-153
-69% -$18.2K ﹤0.01% 2215
2025
Q2 		$28.6K Buy
222
+190
+594% +$23.1K ﹤0.01% 1316
2025
Q1 		$4.09K Buy
32
+22
+220% +$3.16K ﹤0.01% 1935
2024
Q4 		$1.53K Buy
+10
New +$1.69K ﹤0.01% 1939

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