Stephens Consulting’s Novanta NOVT Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-10	Closed	-$1.28K	–	1711
2025 Q1	$1.28K	Buy	+10	New	+$1.44K	﹤0.01%	547

Other funds holding NOVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Stephens Consulting's NOVT Position: Q2 2025 in Review

Stephens Consulting sold out of Novanta (NOVT) in Q2 2025, closing a stake of 10 shares — an estimated $1.28K sold.

Stephens Consulting first reported a position in NOVT in Q1 2025 and held it in 1 quarter. The position peaked at $1.28K in Q1 2025. 326 funds tracked by Wall St. Rank hold NOVT as of Q2 2025.

Stephens Consulting reported no remaining Novanta position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Novanta shares in Q2 2025, an estimated $1.28K.
Stephens Consulting first reported a position in Novanta in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Novanta position peaked at $1.28K in Q1 2025.
326 funds tracked by Wall St. Rank held Novanta as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.