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Root Financial Partners’s Nordson NDSN Stock Holding History

Root Financial Partners’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 		– Sell
-174
Closed -$46.3K – 2166
2026
Q1 		$46.3K Sell
174
-10
-5% -$2.75K ﹤0.01% 902
2025
Q4 		$44.3K Buy
184
+25
+16% +$5.87K ﹤0.01% 766
2025
Q3 		$36.1K Buy
+159
New +$35K ﹤0.01% 803

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 $3.37T AUM 44.26% 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

Root Financial Partners's NDSN Position: Q2 2026 in Review

Root Financial Partners sold out of Nordson (NDSN) in Q2 2026, closing a stake of 174 shares — an estimated $46.3K sold.

Root Financial Partners first reported a position in NDSN in Q3 2025 and held it in 3 quarters. The position peaked at $46.3K in Q1 2026. 754 funds tracked by Wall St. Rank hold NDSN as of Q2 2026.

  • Root Financial Partners reported no remaining Nordson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 174 Nordson shares in Q2 2026, an estimated $46.3K.
  • Root Financial Partners first reported a position in Nordson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Nordson position peaked at $46.3K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Nordson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.