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TFC Financial Management’s Novanta NOVT Stock Holding History

TFC Financial 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
Q4 		– Sell
-1
Closed -$101 – 1031
2025
Q3 		$101 Hold
1
– – ﹤0.01% 892
2025
Q2 		$129 Buy
+1
New +$122 ﹤0.01% 841
2024
Q2 		– Sell
-1
Closed -$175 – 1054
2024
Q1 		$175 Buy
+1
New +$164 ﹤0.01% 751

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFC Financial Management's NOVT Position: Q4 2025 in Review

TFC Financial Management sold out of Novanta (NOVT) in Q4 2025, closing a stake of 1 share — an estimated $101 sold.

TFC Financial Management first reported a position in NOVT in Q1 2024 and held it in 3 quarters. The position peaked at $175 in Q1 2024. 328 funds tracked by Wall St. Rank hold NOVT as of Q4 2025.

  • TFC Financial Management reported no remaining Novanta position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Novanta share in Q4 2025, an estimated $101.
  • TFC Financial Management first reported a position in Novanta in Q1 2024 and held it in 3 quarters.
  • TFC Financial Management's Novanta position peaked at $175 in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Novanta as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.