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Clearstead Advisors’s NerdWallet NRDS Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-388
Closed -$4.17K – 3091
2025
Q3 		$4.17K Sell
388
-8
-2% -$85 ﹤0.01% 2226
2025
Q2 		$4.34K Buy
+396
New +$3.97K ﹤0.01% 2151

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clearstead Advisors's NRDS Position: Q4 2025 in Review

Clearstead Advisors sold out of NerdWallet (NRDS) in Q4 2025, closing a stake of 388 shares — an estimated $4.17K sold.

Clearstead Advisors first reported a position in NRDS in Q2 2025 and held it in 2 quarters. The position peaked at $4.34K in Q2 2025. 161 funds tracked by Wall St. Rank hold NRDS as of Q4 2025.

  • Clearstead Advisors reported no remaining NerdWallet position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 388 NerdWallet shares in Q4 2025, an estimated $4.17K.
  • Clearstead Advisors first reported a position in NerdWallet in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's NerdWallet position peaked at $4.34K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held NerdWallet as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.