Sound Financial Strategies Group’s Nordson NDSN Stock Holding History

Sound Financial Strategies 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
2026 Q1	$264K	Sell	992 -1,754	-64%	-$483K	0.18%	89
2025 Q4	$660K	Buy	2,746 +469	+21%	+$110K	0.47%	62
2025 Q3	$517K	Buy	+2,277	New	+$502K	0.38%	89
2025 Q1	–	Sell	-3,356	Closed	-$702K	–	105
2024 Q4	$702K	Buy	3,356 +517	+18%	+$128K	0.59%	60
2024 Q3	$746K	Buy	2,839 +92	+3%	+$22.5K	0.6%	52
2024 Q2	$637K	Buy	2,747 +368	+15%	+$92.8K	0.55%	55
2024 Q1	$653K	Sell	2,379 -48	-2%	-$12.5K	0.54%	28
2023 Q4	$641K	Sell	2,427 -1,016	-30%	-$236K	0.54%	22
2023 Q3	$768K	Sell	3,443 -224	-6%	-$53.6K	0.64%	48
2023 Q2	$910K	Buy	+3,667	New	+$818K	0.66%	42

Other funds holding NDSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound Financial Strategies Group's NDSN Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Nordson (NDSN) stake by 64% in Q1 2026, selling an estimated $483K and leaving 992 shares worth $264K. The position accounts for 0.18% of the portfolio, ranked #89.

Sound Financial Strategies Group first reported a position in NDSN in Q2 2023 and has held it in 10 quarters since. The position peaked at $910K in Q2 2023. 709 funds tracked by Wall St. Rank hold NDSN as of Q1 2026.

Sound Financial Strategies Group held 992 shares of Nordson worth $264K as of Q1 2026.
Sound Financial Strategies Group sold 1,754 Nordson shares in Q1 2026, an estimated $483K.
Nordson made up 0.18% of Sound Financial Strategies Group's portfolio in Q1 2026, its #89 holding.
Sound Financial Strategies Group first reported a position in Nordson in Q2 2023 and has held it in 10 quarters since.
Sound Financial Strategies Group's Nordson position peaked at $910K in Q2 2023.
709 funds tracked by Wall St. Rank held Nordson as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.