Montag & Associates’s Novanta NOVT Stock Holding History

Montag & Associates’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 Q4	–	Sell	-4	Closed	-$401	–	1097
2025 Q3	$401	Buy	+4	New	+$476	﹤0.01%	1095

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montag & Associates's NOVT Position: Q4 2025 in Review

Montag & Associates sold out of Novanta (NOVT) in Q4 2025, closing a stake of 4 shares — an estimated $401 sold.

Montag & Associates first reported a position in NOVT in Q3 2025 and held it in 1 quarter. The position peaked at $401 in Q3 2025. 328 funds tracked by Wall St. Rank hold NOVT as of Q4 2025.

Montag & Associates reported no remaining Novanta position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 4 Novanta shares in Q4 2025, an estimated $401.
Montag & Associates first reported a position in Novanta in Q3 2025 and held it in 1 quarter.
Montag & Associates's Novanta position peaked at $401 in Q3 2025.
328 funds tracked by Wall St. Rank held Novanta as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.