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Covestor’s NerdWallet NRDS Stock Holding History

Covestor’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 		$0 Sell
53
-2,727
-98% -$25.5K ﹤0.01% 2730
2026
Q1 		$29K Buy
2,780
+264
+10% +$2.97K 0.02% 968
2025
Q4 		$34K Buy
+2,516
New +$32.9K 0.02% 1053
2024
Q3 		– Sell
-2,547
Closed -$37K – 2569
2024
Q2 		$37K Sell
2,547
-154
-6% -$2.11K 0.02% 983
2024
Q1 		$40K Sell
2,701
-128
-5% -$1.98K 0.03% 965
2023
Q4 		$42K Buy
+2,829
New +$31.2K 0.03% 929

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 $3.37T AUM 44.26% 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

Covestor's NRDS Position: Q2 2026 in Review

Covestor reduced its NerdWallet (NRDS) stake by 98% in Q2 2026, selling an estimated $25.5K and leaving 53 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Covestor first reported a position in NRDS in Q4 2023 and has held it in 6 quarters since. The position peaked at $42K in Q4 2023. 148 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Covestor held 53 shares of NerdWallet worth $0 as of Q2 2026.
  • Covestor sold 2,727 NerdWallet shares in Q2 2026, an estimated $25.5K.
  • NerdWallet made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2730 holding.
  • Covestor first reported a position in NerdWallet in Q4 2023 and has held it in 6 quarters since.
  • Covestor's NerdWallet position peaked at $42K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.