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Values First Advisors’s Novanta NOVT Stock Holding History

Values First Advisors’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
Q1 		– Sell
-1,660
Closed -$254K – 213
2024
Q4 		$254K Buy
1,660
+427
+35% +$72.3K 0.14% 154
2024
Q3 		$221K Buy
+1,233
New +$214K 0.12% 139
2024
Q2 		– Sell
-1,218
Closed -$213K – 179
2024
Q1 		$213K Sell
1,218
-997
-45% -$164K 0.12% 147
2023
Q4 		$373K Buy
2,215
+12
+0.5% +$1.75K 0.23% 120
2023
Q3 		$316K Sell
2,203
-5
-0.2% -$815 0.2% 121
2023
Q2 		$406K Sell
2,208
-67
-3% -$11K 0.25% 107
2023
Q1 		$362K Sell
2,275
-523
-19% -$80.3K 0.23% 110
2022
Q4 		$380K Buy
2,798
+191
+7% +$26.7K 0.27% 105
2022
Q3 		$301K Sell
2,607
-366
-12% -$49.9K 0.22% 109
2022
Q2 		$361K Buy
2,973
+563
+23% +$70.8K 0.26% 103
2022
Q1 		$343K Sell
2,410
-1,050
-30% -$149K 0.22% 119
2021
Q4 		$610K Sell
3,460
-217
-6% -$36.3K 0.36% 85
2021
Q3 		$568K Sell
3,677
-250
-6% -$36.4K 0.37% 86
2021
Q2 		$529K Buy
3,927
+303
+8% +$40.8K 0.36% 98
2021
Q1 		$478K Sell
3,624
-16
-0.4% -$2.1K 0.35% 93
2020
Q4 		$430K Buy
3,640
+479
+15% +$55.9K 0.34% 98
2020
Q3 		$333K Buy
3,161
+935
+42% +$98.8K 0.31% 109
2020
Q2 		$238K Buy
+2,226
New +$207K 0.24% 120

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's NOVT Position: Q1 2025 in Review

Values First Advisors sold out of Novanta (NOVT) in Q1 2025, closing a stake of 1,660 shares — an estimated $254K sold.

Values First Advisors first reported a position in NOVT in Q2 2020 and held it in 18 quarters. The position peaked at $610K in Q4 2021. 324 funds tracked by Wall St. Rank hold NOVT as of Q1 2025.

  • Values First Advisors reported no remaining Novanta position as of Q1 2025 after selling out during the quarter.
  • Values First Advisors sold 1,660 Novanta shares in Q1 2025, an estimated $254K.
  • Values First Advisors first reported a position in Novanta in Q2 2020 and held it in 18 quarters.
  • Values First Advisors's Novanta position peaked at $610K in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Novanta as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.