WANY
NOVT icon

Wealthspire Advisors (New York)’s Novanta NOVT Stock Holding History

Wealthspire Advisors (New York)’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
-145
Closed -$14.5K – 2237
2025
Q3 		$14.5K Buy
+145
New +$17.3K ﹤0.01% 1845

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $4.36B AUM 17.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s NOVT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Novanta (NOVT) in Q4 2025, closing a stake of 145 shares — an estimated $14.5K sold.

Wealthspire Advisors (New York) first reported a position in NOVT in Q3 2025 and held it in 1 quarter. The position peaked at $14.5K in Q3 2025. 328 funds tracked by Wall St. Rank hold NOVT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Novanta position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 145 Novanta shares in Q4 2025, an estimated $14.5K.
  • Wealthspire Advisors (New York) first reported a position in Novanta in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Novanta position peaked at $14.5K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Novanta as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.