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Moran Wealth Management’s Novanta NOVT Stock Holding History

Moran Wealth Management’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 		– Sell
-3,241
Closed -$495K – 474
2024
Q4 		$495K Buy
3,241
+278
+9% +$47.1K 0.02% 373
2024
Q3 		$530K Buy
2,963
+848
+40% +$147K 0.02% 370
2024
Q2 		$345K Buy
2,115
+165
+8% +$26.8K 0.01% 370
2024
Q1 		$341K Buy
1,950
+143
+8% +$23.5K 0.01% 368
2023
Q4 		$304K Sell
1,807
-75
-4% -$10.9K 0.01% 366
2023
Q3 		$270K Sell
1,882
-214
-10% -$34.9K 0.01% 332
2023
Q2 		$386K Buy
2,096
+358
+21% +$58.6K 0.01% 320
2023
Q1 		$276K Sell
1,738
-530
-23% -$81.4K 0.01% 333
2022
Q4 		$308K Buy
+2,268
New +$317K 0.01% 320

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's NOVT Position: Q1 2025 in Review

Moran Wealth Management sold out of Novanta (NOVT) in Q1 2025, closing a stake of 3,241 shares — an estimated $495K sold.

Moran Wealth Management first reported a position in NOVT in Q4 2022 and held it in 9 quarters. The position peaked at $530K in Q3 2024. 324 funds tracked by Wall St. Rank hold NOVT as of Q1 2025.

  • Moran Wealth Management reported no remaining Novanta position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 3,241 Novanta shares in Q1 2025, an estimated $495K.
  • Moran Wealth Management first reported a position in Novanta in Q4 2022 and held it in 9 quarters.
  • Moran Wealth Management's Novanta position peaked at $530K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Novanta as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.