WoodTrust Financial’s Novanta NOVT Stock Holding History

WoodTrust Financial’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	$506K	Buy	4,283 +1,000	+30%	+$131K	0.07%	113
2025 Q4	$390K	Buy	+3,283	New	+$374K	0.05%	135
2025 Q3	–	Sell	-2,433	Closed	-$314K	–	188
2025 Q2	$314K	Hold	2,433	–	–	0.04%	127
2025 Q1	$311K	Buy	2,433 +250	+11%	+$35.9K	0.04%	135
2024 Q4	$333K	Hold	2,183	–	–	0.05%	136
2024 Q3	$390K	Hold	2,183	–	–	0.06%	125
2024 Q2	$356K	Sell	2,183 -550	-20%	-$89.2K	0.06%	131
2024 Q1	$477	Buy	2,733 +1,000	+58%	+$164K	0.08%	118
2023 Q4	$292K	Sell	1,733 -3,225	-65%	-$470K	0.05%	137
2023 Q3	$711K	Hold	4,958	–	–	0.14%	90
2023 Q2	$913K	Hold	4,958	–	–	0.17%	85
2023 Q1	$789K	Sell	4,958 -825	-14%	-$127K	0.15%	86
2022 Q4	$786K	Buy	+5,783	New	+$810K	0.16%	80

Other funds holding NOVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 $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 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

WoodTrust Financial's NOVT Position: Q1 2026 in Review

WoodTrust Financial increased its Novanta (NOVT) stake by 30% in Q1 2026, buying an estimated $131K and bringing the position to 4,283 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #113.

WoodTrust Financial first reported a position in NOVT in Q4 2022 and has held it in 13 quarters since. The position peaked at $913K in Q2 2023. 329 funds tracked by Wall St. Rank hold NOVT as of Q1 2026.

WoodTrust Financial held 4,283 shares of Novanta worth $506K as of Q1 2026.
WoodTrust Financial bought 1,000 Novanta shares in Q1 2026, an estimated $131K.
Novanta made up 0.07% of WoodTrust Financial's portfolio in Q1 2026, its #113 holding.
WoodTrust Financial first reported a position in Novanta in Q4 2022 and has held it in 13 quarters since.
WoodTrust Financial's Novanta position peaked at $913K in Q2 2023.
329 funds tracked by Wall St. Rank held Novanta as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.