RFP
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
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

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Root Financial Partners's NOVT Position: Q2 2026 in Review

Root Financial Partners sold out of Novanta (NOVT) in Q2 2026, closing a stake of 85 shares — an estimated $10K sold.

Root Financial Partners first reported a position in NOVT in Q3 2025 and held it in 3 quarters. The position peaked at $10K in Q1 2026. 95 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Root Financial Partners reported no remaining Novanta position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 85 Novanta shares in Q2 2026, an estimated $10K.
  • Root Financial Partners first reported a position in Novanta in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Novanta position peaked at $10K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.