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Steward Partners Investment Advisory’s Novanta NOVT Stock Holding History

Steward Partners Investment Advisory’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 		$66K Sell
559
-111
-17% -$14.6K ﹤0.01% 2622
2025
Q4 		$79.7K Hold
670
– – ﹤0.01% 2422
2025
Q3 		$67.1K Buy
670
+640
+2,133% +$76.2K ﹤0.01% 2463
2025
Q2 		$3.87K Buy
30
+19
+173% +$2.31K ﹤0.01% 3560
2025
Q1 		$1.41K Hold
11
– – ﹤0.01% 3712
2024
Q4 		$1.68K Buy
+11
New +$1.86K ﹤0.01% 3673

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Steward Partners Investment Advisory's NOVT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Novanta (NOVT) stake by 17% in Q1 2026, selling an estimated $14.6K and leaving 559 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Steward Partners Investment Advisory first reported a position in NOVT in Q4 2024 and has held it in 6 quarters since. The position peaked at $79.7K in Q4 2025. 330 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Steward Partners Investment Advisory held 559 shares of Novanta worth $66K as of Q1 2026.
  • Steward Partners Investment Advisory sold 111 Novanta shares in Q1 2026, an estimated $14.6K.
  • Novanta made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2622 holding.
  • Steward Partners Investment Advisory first reported a position in Novanta in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Novanta position peaked at $79.7K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.