SVB Wealth’s Novanta NOVT Stock Holding History

SVB Wealth’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	-373	Closed	-$47.7K	–	1216
2025 Q1	$47.7K	Buy	+373	New	+$53.6K	﹤0.01%	556

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

SVB Wealth's NOVT Position: Q2 2025 in Review

SVB Wealth sold out of Novanta (NOVT) in Q2 2025, closing a stake of 373 shares — an estimated $47.7K sold.

SVB Wealth first reported a position in NOVT in Q1 2025 and held it in 1 quarter. The position peaked at $47.7K in Q1 2025. 326 funds tracked by Wall St. Rank hold NOVT as of Q2 2025.

SVB Wealth reported no remaining Novanta position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 373 Novanta shares in Q2 2025, an estimated $47.7K.
SVB Wealth first reported a position in Novanta in Q1 2025 and held it in 1 quarter.
SVB Wealth's Novanta position peaked at $47.7K in Q1 2025.
326 funds tracked by Wall St. Rank held Novanta as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.