Clearstead Advisors
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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
2026
Q2 		$130 Buy
+14
New +$131 ﹤0.01% 3301
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 $386M AUM 2.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clearstead Advisors's NRDS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in NerdWallet (NRDS) in Q2 2026: 14 shares worth $130. The stake represents ﹤0.01% of the portfolio and ranks #3301 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NRDS as recently as Q3 2025.

Clearstead Advisors first reported a position in NRDS in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.34K in Q2 2025. 147 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Clearstead Advisors held 14 shares of NerdWallet worth $130 as of Q2 2026.
  • NerdWallet was a new Clearstead Advisors position in Q2 2026.
  • NerdWallet made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3301 holding.
  • Clearstead Advisors first reported a position in NerdWallet in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's NerdWallet position peaked at $4.34K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.