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Coldstream Capital Management’s NerdWallet NRDS Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-12
Closed -$109 – 2556
2025
Q1 		$109 Buy
+12
New +$144 ﹤0.01% 3508

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Coldstream Capital Management's NRDS Position: Q2 2025 in Review

Coldstream Capital Management sold out of NerdWallet (NRDS) in Q2 2025, closing a stake of 12 shares — an estimated $109 sold.

Coldstream Capital Management first reported a position in NRDS in Q1 2025 and held it in 1 quarter. The position peaked at $109 in Q1 2025. 139 funds tracked by Wall St. Rank hold NRDS as of Q2 2025.

  • Coldstream Capital Management reported no remaining NerdWallet position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 12 NerdWallet shares in Q2 2025, an estimated $109.
  • Coldstream Capital Management first reported a position in NerdWallet in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's NerdWallet position peaked at $109 in Q1 2025.
  • 139 funds tracked by Wall St. Rank held NerdWallet as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.