Root Financial Partners
NOVT icon

Root Financial Partners’s Novanta NOVT Stock Holding History

Root Financial 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
2026
Q3 		$15.5K Buy
+109
New +$16.1K ﹤0.01% 1693
2026
Q2 		– Sell
-85
Closed -$10K – 2209
2026
Q1 		$10K Buy
85
+16
+23% +$2.1K ﹤0.01% 1687
2025
Q4 		$8.21K Buy
69
+10
+17% +$1.14K ﹤0.01% 1586
2025
Q3 		$5.91K Buy
+59
New +$7.02K ﹤0.01% 1653

Other funds holding NOVT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Root Financial Partners's NOVT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Novanta (NOVT) in Q3 2026: 109 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NOVT as recently as Q1 2026.

Root Financial Partners first reported a position in NOVT in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold NOVT as of Q3 2026.

  • Root Financial Partners held 109 shares of Novanta worth $15.5K as of Q3 2026.
  • Novanta was a new Root Financial Partners position in Q3 2026.
  • Novanta made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1693 holding.
  • Root Financial Partners first reported a position in Novanta in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held Novanta as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.