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Morningstar Investment Management’s Novanta NOVT Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-10,137
Closed -$1.01M – 417
2025
Q3 		$1.01M Buy
+10,137
New +$1.21M 0.04% 339

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morningstar Investment Management's NOVT Position: Q4 2025 in Review

Morningstar Investment Management sold out of Novanta (NOVT) in Q4 2025, closing a stake of 10,137 shares — an estimated $1.01M sold.

Morningstar Investment Management first reported a position in NOVT in Q3 2025 and held it in 1 quarter. The position peaked at $1.01M in Q3 2025. 328 funds tracked by Wall St. Rank hold NOVT as of Q4 2025.

  • Morningstar Investment Management reported no remaining Novanta position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 10,137 Novanta shares in Q4 2025, an estimated $1.01M.
  • Morningstar Investment Management first reported a position in Novanta in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Novanta position peaked at $1.01M in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Novanta as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.