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 Q2	$150K	Sell	16,186 -8,092	-33%	-$75.7K	﹤0.01%	329
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 $386M AUM 2.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Badgley Phelps Wealth Managers's NRDS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its NerdWallet (NRDS) stake by 33% in Q2 2026, selling an estimated $75.7K and leaving 16,186 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Badgley Phelps Wealth Managers first reported a position in NRDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Badgley Phelps Wealth Managers held 16,186 shares of NerdWallet worth $150K as of Q2 2026.
Badgley Phelps Wealth Managers sold 8,092 NerdWallet shares in Q2 2026, an estimated $75.7K.
NerdWallet made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #329 holding.
Badgley Phelps Wealth Managers first reported a position in NerdWallet in Q4 2023 and has held it in 11 quarters since.
Badgley Phelps Wealth Managers's NerdWallet position peaked at $1.12M in Q4 2023.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.