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National Wealth Management Group’s Nordson NDSN Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-1,636
Closed -$354K – 163
2023
Q1 		$354K Sell
1,636
-27
-2% -$6.18K 0.4% 82
2022
Q4 		$395K Sell
1,663
-47
-3% -$10.7K 0.47% 74
2022
Q3 		$363K Buy
+1,710
New +$383K 0.47% 59

Other funds holding NDSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

National Wealth Management Group's NDSN Position: Q2 2023 in Review

National Wealth Management Group sold out of Nordson (NDSN) in Q2 2023, closing a stake of 1,636 shares — an estimated $354K sold.

National Wealth Management Group first reported a position in NDSN in Q3 2022 and held it in 3 quarters. The position peaked at $395K in Q4 2022. 560 funds tracked by Wall St. Rank hold NDSN as of Q2 2023.

  • National Wealth Management Group reported no remaining Nordson position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 1,636 Nordson shares in Q2 2023, an estimated $354K.
  • National Wealth Management Group first reported a position in Nordson in Q3 2022 and held it in 3 quarters.
  • National Wealth Management Group's Nordson position peaked at $395K in Q4 2022.
  • 560 funds tracked by Wall St. Rank held Nordson as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.