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 Q2	$695K	Hold	4,283	–	–	0.08%	105
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	$477K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

WoodTrust Financial's NOVT Position: Q2 2026 in Review

WoodTrust Financial held its Novanta (NOVT) position steady in Q2 2026 at 4,283 shares worth $695K. The position accounts for 0.08% of the portfolio, ranked #105.

WoodTrust Financial first reported a position in NOVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $913K in Q2 2023. 390 funds tracked by Wall St. Rank hold NOVT as of Q2 2026.

WoodTrust Financial held 4,283 shares of Novanta worth $695K as of Q2 2026.
WoodTrust Financial left its Novanta share count unchanged in Q2 2026.
Novanta made up 0.08% of WoodTrust Financial's portfolio in Q2 2026, its #105 holding.
WoodTrust Financial first reported a position in Novanta in Q4 2022 and has held it in 14 quarters since.
WoodTrust Financial's Novanta position peaked at $913K in Q2 2023.
390 funds tracked by Wall St. Rank held Novanta as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.