&Partners’s Novanta NOVT Stock Holding History

&Partners’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 Q3	–	Sell	-1,728	Closed	-$222K	–	2165
2025 Q2	$222K	Buy	1,728 +35	+2%	+$4.26K	﹤0.01%	1778
2025 Q1	$219K	Buy	1,693 +356	+27%	+$51.2K	﹤0.01%	1586
2024 Q4	$205K	Buy	+1,337	New	+$226K	﹤0.01%	1530

Other funds holding NOVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

&Partners's NOVT Position: Q3 2025 in Review

&Partners sold out of Novanta (NOVT) in Q3 2025, closing a stake of 1,728 shares — an estimated $222K sold.

&Partners first reported a position in NOVT in Q4 2024 and held it in 3 quarters. The position peaked at $222K in Q2 2025. 318 funds tracked by Wall St. Rank hold NOVT as of Q3 2025.

&Partners reported no remaining Novanta position as of Q3 2025 after selling out during the quarter.
&Partners sold 1,728 Novanta shares in Q3 2025, an estimated $222K.
&Partners first reported a position in Novanta in Q4 2024 and held it in 3 quarters.
&Partners's Novanta position peaked at $222K in Q2 2025.
318 funds tracked by Wall St. Rank held Novanta as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.