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Institute for Wealth Management’s Nordson NDSN Stock Holding History

Institute for Wealth 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
Q2 		$42.8K Buy
+142
New +$40.3K ﹤0.01% 910
2024
Q4 		– Sell
-1,097
Closed -$288K – 546
2024
Q3 		$288K Buy
+1,097
New +$268K 0.04% 421

Other funds holding NDSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Institute for Wealth Management's NDSN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nordson (NDSN) in Q2 2026: 142 shares worth $42.8K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NDSN as recently as Q3 2024.

Institute for Wealth Management first reported a position in NDSN in Q3 2024 and has held it in 2 quarters since. The position peaked at $288K in Q3 2024. 757 funds tracked by Wall St. Rank hold NDSN as of Q2 2026.

  • Institute for Wealth Management held 142 shares of Nordson worth $42.8K as of Q2 2026.
  • Nordson was a new Institute for Wealth Management position in Q2 2026.
  • Nordson made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #910 holding.
  • Institute for Wealth Management first reported a position in Nordson in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Nordson position peaked at $288K in Q3 2024.
  • 757 funds tracked by Wall St. Rank held Nordson as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.