Adero Partners’s NerdWallet NRDS Stock Holding History

Adero Partners’s Portfolio NRDS Stock Details NRDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$112K	Buy	12,426 +745	+6%	+$8.93K	0.01%	244
2024 Q4	$155K	Hold	11,681	–	–	0.01%	243
2024 Q3	$148K	Hold	11,681	–	–	0.01%	225
2024 Q2	$171K	Hold	11,681	–	–	0.01%	203
2024 Q1	$172K	Sell	11,681 -3,355	-22%	-$51.9K	0.01%	190
2023 Q4	$221K	Sell	15,036 -500	-3%	-$5.51K	0.02%	175
2023 Q3	$138K	Hold	15,536	–	–	0.01%	169
2023 Q2	$146K	Hold	15,536	–	–	0.01%	160
2023 Q1	$251K	Sell	15,536 -5,000	-24%	-$75.3K	0.03%	131
2022 Q4	$197K	Sell	20,536 -5,000	-20%	-$56.1K	0.02%	152
2022 Q3	$260K	Sell	25,536 -8,500	-25%	-$83.4K	0.03%	131
2022 Q2	$289K	Buy	+34,036	New	+$346K	0.04%	121

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Adero Partners's NRDS Position: Q1 2025 in Review

Adero Partners increased its NerdWallet (NRDS) stake by 6.4% in Q1 2025, buying an estimated $8.93K and bringing the position to 12,426 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #244.

Adero Partners first reported a position in NRDS in Q2 2022 and has held it in 12 quarters since. The position peaked at $289K in Q2 2022. 134 funds tracked by Wall St. Rank hold NRDS as of Q1 2025.

Adero Partners held 12,426 shares of NerdWallet worth $112K as of Q1 2025.
Adero Partners bought 745 NerdWallet shares in Q1 2025, an estimated $8.93K.
NerdWallet made up 0.01% of Adero Partners's portfolio in Q1 2025, its #244 holding.
Adero Partners first reported a position in NerdWallet in Q2 2022 and has held it in 12 quarters since.
Adero Partners's NerdWallet position peaked at $289K in Q2 2022.
134 funds tracked by Wall St. Rank held NerdWallet as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.