Cerity Partners’s NerdWallet NRDS Stock Holding History

Cerity 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
2026 Q2	–	Sell	-16,429	Closed	-$171K	–	3519
2026 Q1	$171K	Buy	+16,429	New	+$185K	﹤0.01%	2926

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

Cerity Partners's NRDS Position: Q2 2026 in Review

Cerity Partners sold out of NerdWallet (NRDS) in Q2 2026, closing a stake of 16,429 shares — an estimated $171K sold.

Cerity Partners first reported a position in NRDS in Q1 2026 and held it in 1 quarter. The position peaked at $171K in Q1 2026. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

Cerity Partners reported no remaining NerdWallet position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 16,429 NerdWallet shares in Q2 2026, an estimated $171K.
Cerity Partners first reported a position in NerdWallet in Q1 2026 and held it in 1 quarter.
Cerity Partners's NerdWallet position peaked at $171K in Q1 2026.
148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.