Badgley Phelps Wealth Managers’s NerdWallet NRDS Stock Holding History

Badgley Phelps Wealth Managers’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
2026 Q1	$252K	Sell	24,278 -8,000	-25%	-$90.1K	0.01%	301
2025 Q4	$437K	Sell	32,278 -8,000	-20%	-$105K	0.01%	253
2025 Q3	$433K	Sell	40,278 -8,000	-17%	-$85.2K	0.01%	232
2025 Q2	$530K	Sell	48,278 -8,000	-14%	-$80.2K	0.01%	212
2025 Q1	$509K	Hold	56,278	–	–	0.01%	212
2024 Q4	$748K	Sell	56,278 -19,954	-26%	-$266K	0.02%	192
2024 Q3	$969K	Hold	76,232	–	–	0.02%	173
2024 Q2	$1.11M	Hold	76,232	–	–	0.03%	161
2024 Q1	$1.12M	Hold	76,232	–	–	0.03%	161
2023 Q4	$1.12M	Buy	+76,232	New	+$840K	0.03%	156

Other funds holding NRDS

TCM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

QOP

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

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

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

Badgley Phelps Wealth Managers's NRDS Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its NerdWallet (NRDS) stake by 25% in Q1 2026, selling an estimated $90.1K and leaving 24,278 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #301.

Badgley Phelps Wealth Managers first reported a position in NRDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2023. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

Badgley Phelps Wealth Managers held 24,278 shares of NerdWallet worth $252K as of Q1 2026.
Badgley Phelps Wealth Managers sold 8,000 NerdWallet shares in Q1 2026, an estimated $90.1K.
NerdWallet made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #301 holding.
Badgley Phelps Wealth Managers first reported a position in NerdWallet in Q4 2023 and has held it in 10 quarters since.
Badgley Phelps Wealth Managers's NerdWallet position peaked at $1.12M in Q4 2023.
158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.