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Sequoia Financial Advisors’s Novanta NOVT Stock Holding History

Sequoia Financial 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
2026
Q2 		$299K Sell
1,843
-471
-20% -$68.1K ﹤0.01% 1672
2026
Q1 		$273K Sell
2,314
-251
-10% -$32.9K ﹤0.01% 1618
2025
Q4 		$305K Buy
+2,565
New +$292K ﹤0.01% 1551
2025
Q3 		– Sell
-2,634
Closed -$340K – 1788
2025
Q2 		$340K Buy
+2,634
New +$321K ﹤0.01% 1203

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 $3.37T AUM 44.26% 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 $16.3B AUM 42.69% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Sequoia Financial Advisors's NOVT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Novanta (NOVT) stake by 20% in Q2 2026, selling an estimated $68.1K and leaving 1,843 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Sequoia Financial Advisors first reported a position in NOVT in Q2 2025 and has held it in 4 quarters since. The position peaked at $340K in Q2 2025. 389 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

  • Sequoia Financial Advisors held 1,843 shares of Novanta worth $299K as of Q2 2026.
  • Sequoia Financial Advisors sold 471 Novanta shares in Q2 2026, an estimated $68.1K.
  • Novanta made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1672 holding.
  • Sequoia Financial Advisors first reported a position in Novanta in Q2 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Novanta position peaked at $340K in Q2 2025.
  • 389 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.