SageView Advisory Group’s Novanta NOVT Stock Holding History

SageView Advisory Group’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	–	Sell	-200	Closed	-$23.8K	–	1803
2025 Q4	$23.8K	Buy	+200	New	+$22.8K	﹤0.01%	1378

Other funds holding NOVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

SageView Advisory Group's NOVT Position: Q1 2026 in Review

SageView Advisory Group sold out of Novanta (NOVT) in Q1 2026, closing a stake of 200 shares — an estimated $23.8K sold.

SageView Advisory Group first reported a position in NOVT in Q4 2025 and held it in 1 quarter. The position peaked at $23.8K in Q4 2025. 331 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

SageView Advisory Group reported no remaining Novanta position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 200 Novanta shares in Q1 2026, an estimated $23.8K.
SageView Advisory Group first reported a position in Novanta in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Novanta position peaked at $23.8K in Q4 2025.
331 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.