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Shelton Capital Management’s Novanta NOVT Stock Holding History

Shelton Capital Management’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
Q1 		– Sell
-1,408
Closed -$215K – 739
2024
Q4 		$215K Hold
1,408
– – 0.01% 665
2024
Q3 		$252K Sell
1,408
-51
-3% -$8.87K 0.01% 586
2024
Q2 		$238K Sell
1,459
-84
-5% -$13.6K 0.01% 599
2024
Q1 		$270K Hold
1,543
– – 0.01% 580
2023
Q4 		$260K Sell
1,543
-110
-7% -$16K 0.01% 566
2023
Q3 		$237K Sell
1,653
-139
-8% -$22.6K 0.01% 577
2023
Q2 		$330K Hold
1,792
– – 0.01% 448
2023
Q1 		$285K Sell
1,792
-81
-4% -$12.4K 0.01% 502
2022
Q4 		$254K Hold
1,873
– – 0.03% 516
2022
Q3 		$217K Buy
+1,873
New +$255K 0.01% 599

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shelton Capital Management's NOVT Position: Q1 2025 in Review

Shelton Capital Management sold out of Novanta (NOVT) in Q1 2025, closing a stake of 1,408 shares — an estimated $215K sold.

Shelton Capital Management first reported a position in NOVT in Q3 2022 and held it in 10 quarters. The position peaked at $330K in Q2 2023. 324 funds tracked by Wall St. Rank hold NOVT as of Q1 2025.

  • Shelton Capital Management reported no remaining Novanta position as of Q1 2025 after selling out during the quarter.
  • Shelton Capital Management sold 1,408 Novanta shares in Q1 2025, an estimated $215K.
  • Shelton Capital Management first reported a position in Novanta in Q3 2022 and held it in 10 quarters.
  • Shelton Capital Management's Novanta position peaked at $330K in Q2 2023.
  • 324 funds tracked by Wall St. Rank held Novanta as of Q1 2025.

Based on Shelton Capital Management's 13F filing for Q1 2025, filed 15 May 2025.