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Whalen Wealth Management’s Novanta NOVT Stock Holding History

Whalen Wealth 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
2026
Q1 		– Sell
-2,398
Closed -$285K – 209
2025
Q4 		$285K Buy
+2,398
New +$273K 0.15% 167

Other funds holding NOVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
WA
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Whalen Wealth Management's NOVT Position: Q1 2026 in Review

Whalen Wealth Management sold out of Novanta (NOVT) in Q1 2026, closing a stake of 2,398 shares — an estimated $285K sold.

Whalen Wealth Management first reported a position in NOVT in Q4 2025 and held it in 1 quarter. The position peaked at $285K in Q4 2025. 330 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

  • Whalen Wealth Management reported no remaining Novanta position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 2,398 Novanta shares in Q1 2026, an estimated $285K.
  • Whalen Wealth Management first reported a position in Novanta in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Novanta position peaked at $285K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.