IFWM
NDSN icon

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
2024
Q4 		– Sell
-1,097
Closed -$288K – 546
2024
Q3 		$288K Buy
+1,097
New +$268K 0.04% 421

Other funds holding NDSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Institute for Wealth Management's NDSN Position: Q4 2024 in Review

Institute for Wealth Management sold out of Nordson (NDSN) in Q4 2024, closing a stake of 1,097 shares — an estimated $288K sold.

Institute for Wealth Management first reported a position in NDSN in Q3 2024 and held it in 1 quarter. The position peaked at $288K in Q3 2024. 600 funds tracked by Wall St. Rank hold NDSN as of Q4 2024.

  • Institute for Wealth Management reported no remaining Nordson position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 1,097 Nordson shares in Q4 2024, an estimated $288K.
  • Institute for Wealth Management first reported a position in Nordson in Q3 2024 and held it in 1 quarter.
  • Institute for Wealth Management's Nordson position peaked at $288K in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Nordson as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.