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Phoenix Financial’s Novanta NOVT Stock Holding History

Phoenix Financial’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
2026
Q1 		$271K Hold
2,300
– – ﹤0.01% 406
2025
Q4 		$278K Sell
2,300
-100
-4% -$11.4K ﹤0.01% 396
2025
Q3 		$241K Buy
+2,400
New +$286K ﹤0.01% 416

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $4.36B AUM 17.81% 1-Year Est. Return

Phoenix Financial's NOVT Position: Q1 2026 in Review

Phoenix Financial held its Novanta (NOVT) position steady in Q1 2026 at 2,300 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Phoenix Financial first reported a position in NOVT in Q3 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 330 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Phoenix Financial held 2,300 shares of Novanta worth $271K as of Q1 2026.
  • Phoenix Financial left its Novanta share count unchanged in Q1 2026.
  • Novanta made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #406 holding.
  • Phoenix Financial first reported a position in Novanta in Q3 2025 and has held it in 3 quarters since.
  • Phoenix Financial's Novanta position peaked at $278K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.