Concord Wealth Partners’s Nordson NDSN Stock Holding History

Concord Wealth Partners’s Portfolio NDSN Stock Details NDSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9	Closed	-$2.01K	–	952
2023 Q3	$2.01K	Hold	9	–	–	﹤0.01%	869
2023 Q2	$2.23K	Hold	9	–	–	﹤0.01%	851
2023 Q1	$2K	Hold	9	–	–	﹤0.01%	810
2022 Q4	$2.14K	Buy	+9	New	+$2.06K	﹤0.01%	924
2022 Q3	–	Sell	-9	Closed	-$2K	–	767
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	1039
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	1115
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	1142
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	765
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	902
2021 Q1	$2K	Buy	+9	New	+$1.75K	﹤0.01%	838

Other funds holding NDSN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return