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Optimize Financial’s Nordson NDSN Stock Holding History

Optimize Financial’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 		$342K Sell
1,287
-142
-10% -$39.1K 0.17% 234
2025
Q4 		$344K Buy
1,429
+20
+1% +$4.7K 0.17% 240
2025
Q3 		$320K Buy
+1,409
New +$311K 0.17% 258

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

Optimize Financial's NDSN Position: Q1 2026 in Review

Optimize Financial reduced its Nordson (NDSN) stake by 9.9% in Q1 2026, selling an estimated $39.1K and leaving 1,287 shares worth $342K. The position accounts for 0.17% of the portfolio, ranked #234.

Optimize Financial first reported a position in NDSN in Q3 2025 and has held it in 3 quarters since. The position peaked at $344K in Q4 2025. 708 funds tracked by Wall St. Rank hold NDSN as of Q1 2026.

  • Optimize Financial held 1,287 shares of Nordson worth $342K as of Q1 2026.
  • Optimize Financial sold 142 Nordson shares in Q1 2026, an estimated $39.1K.
  • Nordson made up 0.17% of Optimize Financial's portfolio in Q1 2026, its #234 holding.
  • Optimize Financial first reported a position in Nordson in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Nordson position peaked at $344K in Q4 2025.
  • 708 funds tracked by Wall St. Rank held Nordson as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.