UMB Bank’s Novanta NOVT Stock Holding History

UMB Bank’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	$32.4K	Buy	274 +101	+58%	+$13.3K	﹤0.01%	1433
2025 Q4	$20.6K	Sell	173 -146	-46%	-$16.6K	﹤0.01%	1557
2025 Q3	$31.9K	Sell	319 -30	-9%	-$3.57K	﹤0.01%	1303
2025 Q2	$45K	Sell	349 -264	-43%	-$32.1K	﹤0.01%	1145
2025 Q1	$78.4K	Buy	613 +498	+433%	+$71.6K	﹤0.01%	871
2024 Q4	$17.6K	Buy	115 +3	+3%	+$508	﹤0.01%	1305
2024 Q3	$20K	Buy	112 +87	+348%	+$15.1K	﹤0.01%	1235
2024 Q2	$4.08K	Buy	25 +14	+127%	+$2.27K	﹤0.01%	1498
2024 Q1	$1.92K	Buy	+11	New	+$1.8K	﹤0.01%	1552
2023 Q4	–	Sell	-91	Closed	-$13.1K	–	1700
2023 Q3	$13.1K	Hold	91	–	–	﹤0.01%	1202
2023 Q2	$16.8K	Hold	91	–	–	﹤0.01%	1129
2023 Q1	$14.5K	Hold	91	–	–	﹤0.01%	1184
2022 Q4	$12K	Hold	91	–	–	﹤0.01%	1246
2022 Q3	$11K	Hold	91	–	–	﹤0.01%	1284
2022 Q2	$11K	Hold	91	–	–	﹤0.01%	1370
2022 Q1	$13K	Sell	91 -228	-71%	-$32.4K	﹤0.01%	1410
2021 Q4	$56K	Buy	+319	New	+$53.3K	﹤0.01%	964

Other funds holding NOVT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

Geode Capital Management

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

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return