HWMA
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Heritage Wealth Management (Arizona)’s Nordson NDSN Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$405K Sell
1,748
-188
-10% -$47.4K 0.23% 93
2024
Q1 		$531K Sell
1,936
-97
-5% -$25.3K 0.27% 79
2023
Q4 		$537K Buy
+2,033
New +$471K 0.29% 76
2022
Q4 		$1.29M Buy
5,444
+3,022
+125% +$690K 0.18% 92
2022
Q3 		$514K Buy
2,422
+65
+3% +$14.6K 0.17% 96
2022
Q2 		$477K Buy
2,357
+359
+18% +$76.6K 0.16% 103
2022
Q1 		$454K Buy
+1,998
New +$459K 0.12% 130
2021
Q3 		$228K Buy
955
+141
+17% +$32.6K 0.08% 196
2021
Q2 		$179K Buy
814
+328
+67% +$69.5K 0.07% 245
2021
Q1 		$97K Buy
+486
New +$94.7K 0.05% 252

Other funds holding NDSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return