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Rise Advisors’s Novanta NOVT Stock Holding History

Rise Advisors’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
-135
Closed -$13.5K – 986
2025
Q3 		$13.5K Hold
135
– – ﹤0.01% 824
2025
Q2 		$17.4K Hold
135
– – 0.01% 619
2025
Q1 		$17.3K Sell
135
-47
-26% -$6.76K 0.01% 599
2024
Q4 		$27.8K Hold
182
– – 0.01% 437
2024
Q3 		$32.6K Hold
182
– – 0.02% 376
2024
Q2 		$29.7K Hold
182
– – 0.02% 383
2024
Q1 		$31.8K Buy
+182
New +$29.9K 0.02% 360

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 $5.01B AUM 6.26% 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

Rise Advisors's NOVT Position: Q4 2025 in Review

Rise Advisors sold out of Novanta (NOVT) in Q4 2025, closing a stake of 135 shares — an estimated $13.5K sold.

Rise Advisors first reported a position in NOVT in Q1 2024 and held it in 7 quarters. The position peaked at $32.6K in Q3 2024. 327 funds tracked by Wall St. Rank hold NOVT as of Q4 2025.

  • Rise Advisors reported no remaining Novanta position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 135 Novanta shares in Q4 2025, an estimated $13.5K.
  • Rise Advisors first reported a position in Novanta in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Novanta position peaked at $32.6K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held Novanta as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.