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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
Q2 		$372K Hold
2,300
– – ﹤0.01% 389
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Phoenix Financial's NOVT Position: Q2 2026 in Review

Phoenix Financial held its Novanta (NOVT) position steady in Q2 2026 at 2,300 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Phoenix Financial first reported a position in NOVT in Q3 2025 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Phoenix Financial held 2,300 shares of Novanta worth $372K as of Q2 2026.
  • Phoenix Financial left its Novanta share count unchanged in Q2 2026.
  • Novanta made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #389 holding.
  • Phoenix Financial first reported a position in Novanta in Q3 2025 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.