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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
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 $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

Root Financial Partners's NDSN Position: Q1 2026 in Review

Root Financial Partners reduced its Nordson (NDSN) stake by 5.4% in Q1 2026, selling an estimated $2.75K and leaving 174 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Root Financial Partners first reported a position in NDSN in Q3 2025 and has held it in 3 quarters since. 708 funds tracked by Wall St. Rank hold NDSN as of Q1 2026.

  • Root Financial Partners held 174 shares of Nordson worth $46.3K as of Q1 2026.
  • Root Financial Partners sold 10 Nordson shares in Q1 2026, an estimated $2.75K.
  • Nordson made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #902 holding.
  • Root Financial Partners first reported a position in Nordson in Q3 2025 and has held it in 3 quarters since.
  • 708 funds tracked by Wall St. Rank held Nordson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.