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CoreCap Advisors’s NerdWallet NRDS Stock Holding History

CoreCap 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 		$8.32K Hold
900
– – ﹤0.01% 2130
2026
Q1 		$9.34K Hold
900
– – ﹤0.01% 1969
2025
Q4 		$12.2K Sell
900
-100
-10% -$1.31K ﹤0.01% 1886
2025
Q3 		$10.8K Hold
1,000
– – ﹤0.01% 1903
2025
Q2 		$11K Hold
1,000
– – ﹤0.01% 1838
2025
Q1 		$9.05K Sell
1,000
-200
-17% -$2.4K ﹤0.01% 1863
2024
Q4 		$16K Hold
1,200
– – ﹤0.01% 1609
2024
Q3 		$15.3K Hold
1,200
– – ﹤0.01% 1650
2024
Q2 		$17.5K Buy
1,200
+1,000
+500% +$13.7K ﹤0.01% 942
2024
Q1 		$2.94K Buy
+200
New +$3.09K ﹤0.01% 2042
2022
Q4 		$1.92K Buy
+200
New +$2.24K ﹤0.01% 1938

Other funds holding NRDS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

CoreCap Advisors's NRDS Position: Q2 2026 in Review

CoreCap Advisors held its NerdWallet (NRDS) position steady in Q2 2026 at 900 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

CoreCap Advisors first reported a position in NRDS in Q4 2022 and has held it in 11 quarters since. The position peaked at $17.5K in Q2 2024. 9 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • CoreCap Advisors held 900 shares of NerdWallet worth $8.32K as of Q2 2026.
  • CoreCap Advisors left its NerdWallet share count unchanged in Q2 2026.
  • NerdWallet made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2130 holding.
  • CoreCap Advisors first reported a position in NerdWallet in Q4 2022 and has held it in 11 quarters since.
  • CoreCap Advisors's NerdWallet position peaked at $17.5K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.