Lindbrook Capital’s Novanta NOVT Stock Holding History

Lindbrook Capital’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 Q1	$25.6K	Buy	200 +125	+167%	+$18K	﹤0.01%	1251
2024 Q4	$11.5K	Buy	75 +6	+9%	+$1.02K	﹤0.01%	1587
2024 Q3	$12.3K	Sell	69 -3	-4%	-$521	﹤0.01%	1559
2024 Q2	$11.7K	Buy	72 +13	+22%	+$2.11K	﹤0.01%	1535
2024 Q1	$10.3K	Hold	59	–	–	﹤0.01%	1551
2023 Q4	$9.94K	Sell	59 -12	-17%	-$1.75K	﹤0.01%	1555
2023 Q3	$10.2K	Hold	71	–	–	﹤0.01%	1409
2023 Q2	$13.1K	Buy	71 +2	+3%	+$327	﹤0.01%	1313
2023 Q1	$11K	Hold	69	–	–	﹤0.01%	1396
2022 Q4	$9.38K	Sell	69 -51	-43%	-$7.14K	﹤0.01%	1468
2022 Q3	$14K	Buy	120 +69	+135%	+$9.4K	﹤0.01%	1172
2022 Q2	$6K	Sell	51 -1	-2%	-$126	﹤0.01%	1488
2022 Q1	$7K	Buy	52 +6	+13%	+$851	﹤0.01%	1460
2021 Q4	$8K	Hold	46	–	–	﹤0.01%	1365
2021 Q3	$7K	Hold	46	–	–	﹤0.01%	1136
2021 Q2	$6K	Hold	46	–	–	﹤0.01%	1255
2021 Q1	$6K	Hold	46	–	–	﹤0.01%	1219
2020 Q4	$5K	Hold	46	–	–	﹤0.01%	1200
2020 Q3	$5K	Hold	46	–	–	﹤0.01%	1119
2020 Q2	$5K	Hold	46	–	–	﹤0.01%	1093
2020 Q1	$4K	Hold	46	–	–	﹤0.01%	1101
2019 Q4	$4K	Hold	46	–	–	﹤0.01%	1160
2019 Q3	$4K	Hold	46	–	–	﹤0.01%	1115
2019 Q2	$4K	Hold	46	–	–	﹤0.01%	1112
2019 Q1	$3K	Hold	46	–	–	﹤0.01%	1176
2018 Q4	$2K	Buy	+46	New	+$2.97K	﹤0.01%	1195

Other funds holding NOVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's NOVT Position: Q1 2025 in Review

Lindbrook Capital increased its Novanta (NOVT) stake by 167% in Q1 2025, buying an estimated $18K and bringing the position to 200 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Lindbrook Capital first reported a position in NOVT in Q4 2018 and has held it in 26 quarters since. 324 funds tracked by Wall St. Rank hold NOVT as of Q1 2025.

Lindbrook Capital held 200 shares of Novanta worth $25.6K as of Q1 2025.
Lindbrook Capital bought 125 Novanta shares in Q1 2025, an estimated $18K.
Novanta made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1251 holding.
Lindbrook Capital first reported a position in Novanta in Q4 2018 and has held it in 26 quarters since.
324 funds tracked by Wall St. Rank held Novanta as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.