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Forum Financial Management’s Nordson NDSN Stock Holding History

Forum Financial Management’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
2026
Q1 		– Sell
-1,096
Closed -$264K – 751
2025
Q4 		$264K Hold
1,096
– – ﹤0.01% 819
2025
Q3 		$249K Buy
1,096
+3
+0.3% +$661 ﹤0.01% 841
2025
Q2 		$234K Buy
+1,093
New +$217K ﹤0.01% 813
2025
Q1 		– Sell
-973
Closed -$204K – 913
2024
Q4 		$204K Buy
+973
New +$240K ﹤0.01% 841

Other funds holding NDSN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forum Financial Management's NDSN Position: Q1 2026 in Review

Forum Financial Management sold out of Nordson (NDSN) in Q1 2026, closing a stake of 1,096 shares — an estimated $264K sold.

Forum Financial Management first reported a position in NDSN in Q4 2024 and held it in 4 quarters. The position peaked at $264K in Q4 2025. 708 funds tracked by Wall St. Rank hold NDSN as of Q1 2026.

  • Forum Financial Management reported no remaining Nordson position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,096 Nordson shares in Q1 2026, an estimated $264K.
  • Forum Financial Management first reported a position in Nordson in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Nordson position peaked at $264K in Q4 2025.
  • 708 funds tracked by Wall St. Rank held Nordson as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.